Impactive Capital LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Impactive Capital LP reported 8 stock positions worth $1.4 billion. Its top holding was Marriott Vacations World (VAC) at 30.0% of the portfolio, followed by Wex (WEX, 17.2%) and Asbury Automotive (ABG, 14.9%). Compared with Q1 2026, it sold out of 2, added to 2 and reduced 4. The biggest buy was Gitlab Class A (GTLB, shares +6%) and the biggest sale an exit from Maplebear (CART).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK CITY, NY
- CIK
- 0001786767
- Portfolio Value
- $1.4B (Q2 2026)
- SEC Filing
- 0001786767-26-000004 ↗ filed Aug 14, 2026
Holdings Value
Holdings 8 stocks · $1.4B
| VAC Marriott Vacations World | 30.02% | 4,129,984 | $420.8M | No change |
| WEX Wex Inc. | 17.19% | 1,707,253 | $240.9M | No change |
| ABG Asbury Automotive Group | 14.90% | 1,038,679 | $208.9M | Reduce -3.2% |
| SLM SLM Corp. | 9.82% | 5,307,934 | $137.7M | Reduce -32.1% |
| GTLB Gitlab Inc. Class A | 9.06% | 4,157,224 | $126.9M | Add +6.2% |
| WMS Advanced Drainage Systems Inc. | 8.77% | 782,790 | $122.9M | Reduce -8.6% |
| LRN Stride Inc. | 8.02% | 1,303,636 | $112.4M | Add +17.1% |
| IWM iShares Russell 2000 ETF | 2.21% | 103,183 | $31.0M | Reduce -59.1% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $1.4B | VAC, WEX, ABG, SLM, GTLB |
| Q1 2026 | 10 | $1.4B | VAC, WEX, ABG, SLM, WMS |
| Q4 2025 | 8 | $1.6B | WEX, ABG, VAC, WMS, SLM |
| Q3 2025 | 9 | $2.1B | WEX, ABG, VAC, WMS, ETSY |
| Q2 2025 | 9 | $2.2B | WEX, ABG, VAC, SLM, CNXC |
| Q1 2025 | 10 | $2.2B | WEX, SLM, ABG, CNXC, ETSY |
| Q4 2024 | 10 | $2.4B | ABG, SLM, WEX, VAC, ETSY |
| Q3 2024 | 10 | $2.7B | ABG, WEX, SLM, CLVT, ENV |
| Q2 2024 | 10 | $2.6B | ABG, SLM, WEX, ENV, CNXC |
| Q1 2024 | 9 | $2.6B | WEX, ABG, SLM, CLVT, CNXC |