# Impactive Capital LP: Form 13F holdings

An institutional investment manager in NEW YORK CITY, NY. SEC CIK 1786767.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.40bn
- Positions: 8 (8 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1786767/000178676726000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [MARRIOTT VACATIONS WDWIDE CORP (VAC)](/companies/vac.md) | COM | $420.8m | 30.0% | 4,129,984 |  | Unchanged |
| [WEX INC (WEX)](/companies/wex.md) | COM | $240.9m | 17.2% | 1,707,253 |  | Unchanged |
| [ASBURY AUTO GP (ABG)](/companies/abg.md) | COM | $208.9m | 14.9% | 1,038,679 |  | Reduced −34,005 |
| [SLM CORP (SLM)](/companies/slm.md) | COM | $137.7m | 9.8% | 5,307,934 |  | Reduced −2,514,630 |
| [GITLAB INC (GTLB)](/companies/gtlb.md) | CLASS A COM | $126.9m | 9.1% | 4,157,224 |  | Added +242,228 |
| [ADVANCED DRA SYS (WMS)](/companies/wms.md) | COM | $122.9m | 8.8% | 782,790 |  | Reduced −73,702 |
| [STRIDE INC (LRN)](/companies/lrn.md) | COM | $112.4m | 8.0% | 1,303,636 |  | Added +190,269 |
| ISHARES TR | RUSSELL 2000 ETF | $31.0m | 2.2% | 103,183 |  | Reduced −149,303 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ICON PLC | SHS | $0 | 0.0% | 0 |  | Sold out −450,540 |
| [MAPLEBEAR INC (CART)](/companies/cart.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,573,012 |

Source: SEC EDGAR, Form 13F-HR, accession 0001786767-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.