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 | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in WEX
Shares Held
Position Value (USD)
27 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $261,277,999 | 1,707,253 | Shares | Sole | 2026-05-15 | |
| 2026-03-30 | $261,858,465 | 1,707,253 | Shares | Sole | 2026-04-01 | |
| 2026-02-06 | $271,367,864 | 1,707,253 | Shares | Sole | 2026-02-09 | |
| 2025-12-31 | $327,048,791 | 2,195,253 | Shares | Sole | 2026-02-17 | |
| 2025-10-20 | $335,676,136 | 2,195,253 | Shares | Sole | 2025-10-20 | |
| 2025-09-30 | $345,818,205 | 2,195,253 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $351,838,713 | 2,395,253 | Shares | Sole | 2025-08-14 | |
| 2025-05-22 | $328,820,331 | 2,395,253 | Shares | Sole | 2025-05-23 | |
| 2025-05-02 | $298,113,188 | 2,395,253 | Shares | Sole | 2025-05-02 | |
| 2025-03-31 | $378,350,995 | 2,409,572 | Shares | Sole | 2025-05-15 | |
| 2025-03-04 | $399,700,389 | 2,584,047 | Shares | Sole | 2025-03-06 | |
| 2024-12-31 | $371,085,467 | 2,116,618 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $455,379,408 | 2,171,265 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $350,507,626 | 1,978,704 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $500,225,590 | 2,105,947 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $409,711,988 | 2,105,947 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $396,107,571 | 2,105,947 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $383,429,770 | 2,105,947 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $387,262,593 | 2,105,947 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $366,520,849 | 2,239,663 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $273,807,802 | 2,156,986 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $331,155,661 | 2,128,797 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $348,822,103 | 1,954,733 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $154,264,322 | 1,098,827 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $126,498,111 | 718,168 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $107,523,754 | 554,532 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $70,909,051 | 338,921 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||