Holdings
Impactive Capital LP
As of Jun 30, 2026, Impactive Capital LP reported 7 positions worth US$1.37B. Largest: Marriott Vacations Worldwide Corporation, Wex Inc. and Asbury Automotive Group Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Marriott Vacations Worldwide Corporation | 4.13M | US$421M | no change | Jun 30, 2026 |
| Wex Inc. | 1.71M | US$241M | no change | Jun 30, 2026 |
| Asbury Automotive Group Inc | 1.04M | US$209M | −34,005 | Jun 30, 2026 |
| Slm Corporation | 5.31M | US$138M | −2.51M | Jun 30, 2026 |
| Gitlab Inc. | 4.16M | US$127M | +242K | Jun 30, 2026 |
| Advanced Drainage Systems, Inc. | 783K | US$123M | −73,702 | Jun 30, 2026 |
| Stride, Inc. | 1.3M | US$112M | +190K | Jun 30, 2026 |