Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 10
- +2 vs. Q4 2025
- Portfolio value
- $1.38B
- −$191.8M (−12.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VACMarriott Vacations Worldwide Corp | COM | 4,129,984 | $268.9M | 19.5% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 1,707,253 | $261.3M | 18.9% | −488,000−22.2% | Reduced | History |
| ABGAsbury Automotive Group Inc | COM | 1,072,684 | $209.6M | 15.2% | −174,343−14.0% | Reduced | History |
| SLMSLM Corp | COM | 7,822,564 | $167.5M | 12.1% | +597,524+8.3% | Added | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 856,492 | $117.5M | 8.5% | −601,254−41.2% | Reduced | History |
| LRNStride, Inc. | COM | 1,113,367 | $98.2M | 7.1% | +1,113,367 | New | History |
| GTLBGitlab Inc. | CLASS A COM | 3,914,996 | $84.7M | 6.1% | +3,914,996 | New | History |
| iShares Russell 2000 ETF464287655 | ETF | 252,486 | $62.6M | 4.5% | +176,882+234.0% | Added | – |
| CARTMaplebear Inc. | COM | 1,573,012 | $58.9M | 4.3% | +1,573,012 | New | History |
| ICLRIcon PLC | COM | 450,540 | $49.9M | 3.6% | +450,540 | New | History |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.