Impactive Capital LP
CIK 1786767 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- VAC19.50%
- WEX18.95%
- ABG15.20%
- SLM12.14%
- WMS8.52%
- LRN7.12%
- GTLB6.14%
- IWM4.54%
- CART4.27%
- ICLR3.62%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- WMSWeight decreased · -4.92 pp13.44% → 8.52%Shares -601.25K (-41.25%)
- VACWeight increased · +4.33 pp15.17% → 19.50%Shares 0 (0.00%)
- IWMWeight increased · +3.36 pp1.18% → 4.54%Shares +176.88K (+233.96%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VACMARRIOTT VACATIONS WORLD View history and evidence | $268.94M | 19.50% | 4.13M shares | 15.17% → 19.50%+4.33 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | WEXWEX INC View history and evidence | $261.28M | 18.95% | 1.71M shares | 20.82% → 18.95%-1.87 pp -488.00K (-22.23%) | Reduced | ↗▾ |
| 03 | ABGASBURY AUTOMOTIVE GROUP View history and evidence | $209.61M | 15.20% | 1.07M shares | 18.46% → 15.20%-3.26 pp -174.34K (-13.98%) | Reduced | ↗▾ |
| 04 | SLMSLM CORP View history and evidence | $167.48M | 12.14% | 7.82M shares | 12.45% → 12.14%-0.31 pp +597.52K (+8.27%) | Added | ↗▾ |
| 05 | WMSADVANCED DRAINAGE SYSTEMS IN View history and evidence | $117.45M | 8.52% | 856.49K shares | 13.44% → 8.52%-4.92 pp -601.25K (-41.25%) | Reduced | ↗▾ |
| 06 | LRNSTRIDE INC View history and evidence | $98.17M | 7.12% | 1.11M shares | Prior unavailable +1.11M | New | ↗▾ |
| 07 | GTLBGITLAB INC-CL ACLASS A COM View history and evidence | $84.72M | 6.14% | 3.91M shares | Prior unavailable +3.91M | New | ↗▾ |
| 08 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $62.62M | 4.54% | 252.49K shares | 1.18% → 4.54%+3.36 pp +176.88K (+233.96%) | Added | ↗▾ |
| 09 | CARTMAPLEBEAR INC View history and evidence | $58.93M | 4.27% | 1.57M shares | Prior unavailable +1.57M | New | ↗▾ |
| 10 | ICLRICON PLCSHS View history and evidence | $49.86M | 3.62% | 450.54K shares | Prior unavailable +450.54K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ETSY ETSY INC | Non-derivative | -3,042,874 | -$168.70M | SEC filing ↗ | SEC filing ↗ |
| CLVT CLARIVATE PLC | Non-derivative | -36,413,920 | -$121.62M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1786767 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1379051975
}Take these holdings further.
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