Impactive Capital as of Dec. 31, 2025
Portfolio Holdings for Impactive Capital
Impactive Capital holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wright Express (WEX) | 20.8 | $327M | 2.2M | 148.98 | |
| Asbury Automotive (ABG) | 18.5 | $290M | 1.2M | 232.53 | |
| Marriott Vacations Wrldwde Cp (VAC) | 15.2 | $238M | 4.1M | 57.69 | |
| Advanced Drain Sys Inc Del (WMS) | 13.4 | $211M | 1.5M | 144.83 | |
| SLM Corporation (SLM) | 12.4 | $196M | 7.2M | 27.06 | |
| Etsy (ETSY) | 10.7 | $169M | 3.0M | 55.44 | |
| Clarivate Ord Shs (CLVT) | 7.7 | $122M | 36M | 3.34 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $19M | 76k | 246.16 |
