Investor
Impactive Capital LP
CIK 0001786767 · filed 2026-02-17 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| WEX Inc. | WEX | 2.2M | $327M | 20.8% | — | Held |
| Asbury Automotive Group Inc | ABG | 1.25M | $290M | 18.5% | — | Held |
| MARRIOTT VACATIONS WORLDWIDE Corp | VAC | 4.13M | $238.3M | 15.2% | — | Held |
| Advanced Drain Sys Inc Del | — | 1.46M | $211.1M | 13.4% | — | Held |
| Slm Corp | — | 7.23M | $195.5M | 12.4% | — | Held |
| Etsy Inc | ETSY | 3.04M | $168.7M | 10.7% | — | Held |
| Clarivate Plc | CLVT | 36.4M | $121.6M | 7.7% | — | Held |
| Ishares Tr | — | 75.6K | $18.6M | 1.2% | — | Held |
Positions as of Q4 2025. 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.