Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Impactive Capital LP (CIK 1786767) reported $1.38B across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VAC ($268.9M, 19.50%), WEX ($261.3M, 18.95%), ABG ($209.6M, 15.20%), SLM ($167.5M, 12.14%), WMS ($117.5M, 8.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VAC | MARRIOTT VACATIONS WORLDWIDE | $268.9M | 19.50% | 4.1M | Hold |
| 2 | WEX | WEX INC | $261.3M | 18.95% | 1.7M | Trimmed |
| 3 | ABG | ASBURY AUTOMOTIVE GROUP INC | $209.6M | 15.20% | 1.1M | Trimmed |
| 4 | SLM | SLM CORP | $167.5M | 12.14% | 7.8M | Added |
| 5 | WMS | ADVANCED DRAIN SYS INC DEL | $117.5M | 8.52% | 856,492 | Trimmed |
| 6 | LRN | STRIDE INC | $98.2M | 7.12% | 1.1M | New |
| 7 | GTLB | GITLAB INC | $84.7M | 6.14% | 3.9M | New |
| 8 | IWM | ISHARES TR | $62.6M | 4.54% | 252,486 | Added |
| 9 | CART | MAPLEBEAR INC | $58.9M | 4.27% | 1.6M | New |
| 10 | ICLR | ICON PLC | $49.9M | 3.62% | 450,540 | New |
| 11 | ETSY | ETSY INC | $0 | 0.00% | 0 | Exited |
| 12 | CLVT | CLARIVATE PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31