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Impactive Capital LP

Q1 2026 13F Holdings

  • Location
    new york city, NY
  • Num holdings

    10

  • Value ($000)

    $1,379,052

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001786767
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VAC

MARRIOTT VACATIONS WORLDWIDE

COM
57164Y107
$268.94M
20 %

4,129,984

W
WEX

WEX INC

COM
96208T104
$261.28M
19 %

1,707,253

A
AWG

ASBURY AUTOMOTIVE GROUP INC

COM
043436104
$209.61M
15 %

1,072,684

S
SLM

SLM CORP

COM
78442P106
$167.48M
12 %

7,822,564

W
WMS

ADVANCED DRAIN SYS INC DEL

COM
00790R104
$117.45M
9 %

856,492

---

STRIDE INC

COM
86333M108
$98.17M
7 %

1,113,367

G
GTLB

GITLAB INC

CLASS A COM
37637K108
$84.72M
6 %

3,914,996

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$62.62M
5 %

252,486

C
CART

MAPLEBEAR INC

COM
565394103
$58.93M
4 %

1,573,012

I
ICLR

ICON PLC

SHS
G4705A100
$49.86M
4 %

450,540

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