Impactive Capital as of March 31, 2026
Portfolio Holdings for Impactive Capital
Impactive Capital holds 10 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marriott Vacations Wrldwde Cp (VAC) | 19.5 | $269M | 4.1M | 65.12 | |
| Wright Express (WEX) | 18.9 | $261M | 1.7M | 153.04 | |
| Asbury Automotive (ABG) | 15.2 | $210M | 1.1M | 195.41 | |
| SLM Corporation (SLM) | 12.1 | $168M | 7.8M | 21.41 | |
| Advanced Drain Sys Inc Del (WMS) | 8.5 | $118M | 857k | 137.13 | |
| Stride (LRN) | 7.1 | $98M | 1.1M | 88.17 | |
| Gitlab Class A Com (GTLB) | 6.1 | $85M | 3.9M | 21.64 | |
| Ishares Tr Russell 2000 Etf (IWM) | 4.5 | $63M | 253k | 248.00 | |
| Maplebear (CART) | 4.3 | $59M | 1.6M | 37.46 | |
| Icon SHS (ICLR) | 3.6 | $50M | 451k | 110.66 |
