Impactive Capital LP
Position in VAC — MARRIOTT VACATIONS WORLDWIDE Corp
CIK 1786767
NEW YORK CITY, NY
Position in VAC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$268,944,558
+$30,685,782 QoQ
Shares Held
4,129,984
0.0% QoQ
Ownership
12.0%
of shares outstanding
% of Portfolio
20.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VAC Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Mar 31, 2026Impactive Capital LP holds $268,944,558 across 1 Resorts & Casinos name. VAC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
This page
|
4,129,984 | $268,944,558 |
All Filings in VAC
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11 filing rows on record
| 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 | |
| 2025-06-17 | $275,126,912 | 4,045,984 | Shares | Sole | 2025-06-20 | |
| 2025-05-27 | $224,192,831 | 3,295,984 | Shares | Sole | 2025-05-28 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||