account_balance
Investment manager · 13F filer · SEC CIK 1786767
Impactive Capital LP
Reported value$1.4Bas of Jun 30, 2026
Positions8 0 new, 2 sold out
Top 10 weight100.0%VAC alone is 30%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 8 stocks.
VACMarriott Vacations Wdwide Corp
30.0%
WEXWex Inc
17.2%
ABGAsbury Auto Gp
14.9%Trimmed −3%
SLMSLM Corp
9.8%Trimmed −32%
GTLBGitlab Inc
9.1%Added +6%
WMSAdvanced Dra Sys
8.8%Trimmed −9%
LRNStride Inc
8.0%Added +17%
IWM2.2%
VACMarriott Vacations Wdwide Corp
30.0%
WEX17.2%ABGAsbury Auto Gp
14.9%Trimmed −3%
SLMSLM Corp
9.8%Trimmed −32%
GTLB9.1%WMS8.8%LRN8.0%IWM
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed