Investor
Impactive Capital LP
CIK 0001786767 · filed 2026-05-15 · SEC filing
13F book
$1.38B
Positions
10
4 new · 2 sold
Largest name
19.5%
MARRIOTT VACATIONS WORLDWIDE Corp · VAC
Est. mark
−$49.5M
Price effect on 6 names still held. Flow −$142.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| MARRIOTT VACATIONS WORLDWIDE Corp | VAC | 4.13M | $268.9M | 19.5% | $30.7M | Held |
| WEX Inc. | WEX | 1.71M | $261.3M | 18.9% | $6.93M | Cut−$65.8M |
| Asbury Automotive Group Inc | ABG | 1.07M | $209.6M | 15.2% | −$39.8M | Cut−$80.4M |
| Slm Corp | — | 7.82M | $167.5M | 12.1% | −$40.8M | Added−$28M |
| Advanced Drain Sys Inc Del | — | 856.5K | $117.5M | 8.5% | −$6.59M | Cut−$93.7M |
| Stride, Inc. | LRN | 1.11M | $98.2M | 7.1% | — | New |
| Gitlab Inc. | GTLB | 3.91M | $84.7M | 6.1% | — | New |
| Ishares Tr | — | 252.5K | $62.6M | 4.5% | $139.1K | Added$44M |
| Maplebear Inc. | CART | 1.57M | $58.9M | 4.3% | — | New |
| Icon Plc | ICLR | 450.5K | $49.9M | 3.6% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.