Impactive Capital LP
10 holdingsFiling period: 2026-03-31Current AUM: $1.71Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VAC | MARRIOTT VACATIONS WORLDWIDE | 4.13M | $268.9M | $402.7M | 23.54% | -- | 2026-03-31 |
| 2 | WEX | WEX INC | 1.71M | $261.3M | $319.2M | 18.66% | -488,000 | 2026-03-31 |
| 3 | ABG | ASBURY AUTOMOTIVE GROUP INC | 1.07M | $209.6M | $248.5M | 14.53% | -174,343 | 2026-03-31 |
| 4 | SLM | SLM CORP | 7.82M | $167.5M | $203.3M | 11.89% | +597.5K | 2026-03-31 |
| 5 | WMS | ADVANCED DRAIN SYS INC DEL | 856.5K | $117.5M | $118.6M | 6.93% | -601,254 | 2026-03-31 |
| 6 | LRN | STRIDE INC | 1.11M | $98.2M | $89.4M | 5.23% | -- | 2026-03-31 |
| 7 | GTLB | GITLAB INC | 3.91M | $84.7M | $135.1M | 7.90% | -- | 2026-03-31 |
| 8 | IWM | ISHARES TR | 252.5K | $62.6M | $73.5M | 4.30% | +176.9K | 2026-03-31 |
| 9 | CART | MAPLEBEAR INC | 1.57M | $58.9M | $70.2M | 4.10% | -- | 2026-03-31 |
| 10 | — | ICON PLC | 450.5K | $49.9M | $49.9M | 2.91% | -- | 2026-03-31 |
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