Impactive Capital LP
An institutional investment manager in NEW YORK CITY, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1786767.
- Reported value$1.40bn
- Positions8
Holdings: 8 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Marriott Vacations Wdwide CorpVAC | COM | 57164Y107 | 421 | 30.0% | 4,129,984 | Unchanged | |
| WEX IncWEX | COM | 96208T104 | 241 | 17.2% | 1,707,253 | Unchanged | |
| Asbury Auto GPABG | COM | 043436104 | 209 | 14.9% | 1,038,679 | Reduced−34,005 | |
| SLM CorpSLM | COM | 78442P106 | 138 | 9.8% | 5,307,934 | Reduced−2,514,630 | |
| Gitlab IncGTLB | CLASS A COM | 37637K108 | 127 | 9.1% | 4,157,224 | Added+242,228 | |
| Advanced Dra SysWMS | COM | 00790R104 | 123 | 8.8% | 782,790 | Reduced−73,702 | |
| Stride IncLRN | COM | 86333M108 | 112 | 8.0% | 1,303,636 | Added+190,269 | |
| Ishares TR | RUSSELL 2000 ETF | 464287655 | 31.0 | 2.2% | 103,183 | Reduced−149,303 |
Sold out: 2 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Icon plc | SHS | G4705A100 | 0.0 | 0.0% | 0 | Sold out−450,540 | |
| Maplebear IncCART | COM | 565394103 | 0.0 | 0.0% | 0 | Sold out−1,573,012 |
Source: SEC EDGAR, Form 13F-HR, accession 0001786767-26-000004 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.