Impactive Capital LP
Top Portfolio Positions
9 positions ·
$1,316,435,445 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
Consumer Cyclical
|
4,129,984 | $268,944,558 | 20.43% |
| WEX |
WEX Inc.
Technology
|
1,707,253 | $261,277,999 | 19.85% |
| ABG |
Asbury Automotive Group Inc
Consumer Cyclical
|
1,072,684 | $209,613,180 | 15.92% |
| SLM |
SLM Corp
Financial Services
|
7,822,564 | $167,481,095 | 12.72% |
| WMS |
Advanced Drainage Systems, Inc.
Industrials
|
856,492 | $117,450,747 | 8.92% |
| LRN |
Stride, Inc.
Consumer Defensive
|
1,113,367 | $98,165,568 | 7.46% |
| GTLB |
Gitlab Inc.
Technology
|
3,914,996 | $84,720,513 | 6.44% |
| CART |
Maplebear Inc.
Consumer Cyclical
|
1,573,012 | $58,925,029 | 4.48% |
| ICLR |
Icon PLC
Healthcare
|
450,540 | $49,856,756 | 3.79% |
Portfolio Trend
Holdings in VAC
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $268,944,558 | 4,129,984 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $238,258,776 | 4,129,984 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $269,300,695 | 4,045,984 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $292,565,103 | 4,045,984 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $196,693,051 | 3,061,847 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $241,010,807 | 2,683,862 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $220,272,245 | 2,997,717 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $227,242,528 | 2,602,411 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $123,612,526 | 1,147,429 | Shares | Sole | 2024-05-15 | |
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