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 WMS
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,450,747 | 856,492 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $211,125,353 | 1,457,746 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $230,796,661 | 1,663,999 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $191,126,925 | 1,663,999 | Shares | Sole | 2025-08-14 | |
| 2020-06-30 | $33,551,689 | 679,184 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $28,446,812 | 966,264 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||