Impactive Capital LP: 13F holdings
CIK 17867672026Q2
| Positions | 8 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 8 (-2 vs prior quarter) |
|---|
| Reported value | $1.4bn (+1.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VAC MARRIOTT VACATIONS WDWIDE CORP | 4,129,984 | $420.8m | 30.0% |
| WEX WEX INC | 1,707,253 | $240.9m | 17.2% |
| ABG ASBURY AUTO GP | 1,038,679 | $208.9m | 14.9% |
| SLM SLM CORP | 5,307,934 | $137.7m | 9.8% |
| GTLB GITLAB INC | 4,157,224 | $126.9m | 9.1% |
| WMS ADVANCED DRA SYS | 782,790 | $122.9m | 8.8% |
| LRN STRIDE INC | 1,303,636 | $112.4m | 8.0% |
| IWM ISHARES TR | 103,183 | $31.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1786767")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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