Impactive Capital LP reported 8 holdings worth US$1.4B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Impactive Capital LP reported 8 holdings worth US$1.4B as of Jun 30, 2026. Largest: Marriott Vacations Worldwide Corporation, Wex Inc. and Asbury Automotive Group Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 8
- Value as reported
- US$1.4B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Marriott Vacations Worldwide Corporation | 4.13M | US$421M | 30.0% |
| Wex Inc. | 1.71M | US$241M | 17.2% |
| Asbury Automotive Group Inc | 1.04M | US$209M | 14.9% |
| Slm Corporation | 5.31M | US$138M | 9.8% |
| Gitlab Inc. | 4.16M | US$127M | 9.1% |
| Advanced Drainage Systems, Inc. | 783K | US$123M | 8.8% |
| Stride, Inc. | 1.3M | US$112M | 8.0% |
| Maplebear Inc. | 0 | US$0 | 0.00% |