Impactive Capital LP
8 holdingsFiling period: 2026-06-30Current AUM: $1.56Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VAC | Marriott Vacations Wdwide Corp | 4.13M | $420.8M | $463.3M | 29.74% | -- | 2026-06-30 |
| 2 | WEX | Wex Inc | 1.71M | $240.9M | $323.2M | 20.75% | -- | 2026-06-30 |
| 3 | ABG | Asbury Auto GP | 1.04M | $208.9M | $201.0M | 12.90% | -34,005 | 2026-06-30 |
| 4 | SLM | Slm Corp | 5.31M | $137.7M | $94.1M | 6.04% | -2,514,630 | 2026-06-30 |
| 5 | GTLB | Gitlab Inc | 4.16M | $126.9M | $241.0M | 15.47% | +242.2K | 2026-06-30 |
| 6 | WMS | Advanced Dra Sys | 782.8K | $122.9M | $101.8M | 6.54% | -73,702 | 2026-06-30 |
| 7 | LRN | Stride Inc | 1.30M | $112.4M | $104.4M | 6.70% | +190.3K | 2026-06-30 |
| 8 | IWM | iShares TR | 103.2K | $31.0M | $29.0M | 1.86% | -149,303 | 2026-06-30 |
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