Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 8
- −1 vs. Q3 2025
- Portfolio value
- $1.57B
- −$509.3M (−24.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WEXWEX Inc. | COM | 2,195,253 | $327.0M | 20.8% | 00.0% | Unchanged | History |
| ABGAsbury Automotive Group Inc | COM | 1,247,027 | $290.0M | 18.5% | 00.0% | Unchanged | History |
| VACMarriott Vacations Worldwide Corp | COM | 4,129,984 | $238.3M | 15.2% | +84,000+2.1% | Added | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 1,457,746 | $211.1M | 13.4% | −206,253−12.4% | Reduced | History |
| SLMSLM Corp | COM | 7,225,040 | $195.5M | 12.4% | 00.0% | Unchanged | History |
| ETSYEtsy Inc | COM | 3,042,874 | $168.7M | 10.7% | −200,000−6.2% | Reduced | History |
| CLVTClarivate PLC | ORD SHS | 36,413,920 | $121.6M | 7.7% | −6,611,339−15.4% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 75,604 | $18.6M | 1.2% | −533,637−87.6% | Reduced | – |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.