Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 8
- −2 vs. Q1 2026
- Portfolio value
- $1.40B
- +$22.3M (+1.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VACMarriott Vacations Worldwide Corp | COM | 4,129,984 | $420.8M | 30.0% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 1,707,253 | $240.9M | 17.2% | 00.0% | Unchanged | History |
| ABGAsbury Automotive Group Inc | COM | 1,038,679 | $208.9M | 14.9% | −34,005−3.2% | Reduced | History |
| SLMSLM Corp | COM | 5,307,934 | $137.7M | 9.8% | −2,514,630−32.1% | Reduced | History |
| GTLBGitlab Inc. | CLASS A COM | 4,157,224 | $126.9M | 9.1% | +242,228+6.2% | Added | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 782,790 | $122.9M | 8.8% | −73,702−8.6% | Reduced | History |
| LRNStride, Inc. | COM | 1,303,636 | $112.4M | 8.0% | +190,269+17.1% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 103,183 | $31.0M | 2.2% | −149,303−59.1% | Reduced | – |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.