Impactive Capital

Impactive Capital as of June 30, 2026

Portfolio Holdings for Impactive Capital

Impactive Capital holds 8 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Marriott Vacations Wrldwde Cp (VAC) 30.0 $421M 4.1M 101.88
Wright Express (WEX) 17.2 $241M 1.7M 141.09
Asbury Automotive (ABG) 14.9 $209M 1.0M 201.08
SLM Corporation (SLM) 9.8 $138M 5.3M 25.94
Gitlab Class A Com (GTLB) 9.1 $127M 4.2M 30.53
Advanced Drain Sys Inc Del (WMS) 8.8 $123M 783k 156.96
Stride (LRN) 8.0 $112M 1.3M 86.24
Ishares Tr Russell 2000 Etf (IWM) 2.2 $31M 103k 300.45