Impactive Capital LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Impactive Capital LP reported 9 stock positions worth $2.2 billion. Its top holding was Wex (WEX) at 15.9% of the portfolio, followed by Asbury Automotive (ABG, 13.4%) and Marriott Vacations World (VAC, 13.2%). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 2 and reduced 4. The biggest buy was Western Digital (WDC, shares +437%) and the biggest sale an exit from Charles River Laboratories (CRL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK CITY, NY
- CIK
- 0001786767
- Portfolio Value
- $2.2B (Q2 2025)
- SEC Filing
- 0001786767-25-000005 ↗ filed Aug 14, 2025
Holdings Value
Holdings 9 stocks · $2.2B
| WEX Wex Inc. | 15.85% | 2,395,253 | $351.8M | Reduce -0.6% |
| ABG Asbury Automotive Group | 13.40% | 1,247,027 | $297.5M | Reduce -10.7% |
| VAC Marriott Vacations World | 13.18% | 4,045,984 | $292.6M | Add +32.1% |
| SLM SLM Corp. | 11.86% | 8,029,790 | $263.3M | Reduce -27.3% |
| CNXC Concentrix Corp. | 10.42% | 4,375,125 | $231.2M | No change |
| WDC Western Digital Corp. | 10.30% | 3,571,435 | $228.5M | Add +437.3% |
| WMS Advanced Drainage Systems Inc. | 8.61% | 1,663,999 | $191.1M | New |
| CLVT Clarivate PLC | 8.34% | 43,025,259 | $185.0M | No change |
| ETSY Etsy Inc. | 8.03% | 3,550,587 | $178.1M | Reduce -28.7% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |