13F HOLDINGS REPORT
Impactive Capital LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001786767-26-000002
Total Value
$1.57B
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WEX INC | WEX | 2,195,253 | $327.0M | 20.82% |
| 2 | ASBURY AUTOMOTIVE GROUP INC | ABG | 1,247,027 | $290.0M | 18.46% |
| 3 | MARRIOTT VACATIONS WDWIDE CORP | VAC | 4,129,984 | $238.3M | 15.17% |
| 4 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 1,457,746 | $211.1M | 13.44% |
| 5 | SLM CORP | SLMBP | 7,225,040 | $195.5M | 12.45% |
| 6 | ETSY INC | ETSY | 3,042,874 | $168.7M | 10.74% |
| 7 | CLARIVATE PLC | CLVT | 36,413,920 | $121.6M | 7.74% |
| 8 | ISHARES TR | 464287655 | 75,604 | $18.6M | 1.18% |