Institutional Manager · CIK 0001786767
Impactive Capital LP
NEW YORK CITY, NY · File #028-19987
Latest AUM
$1.57B
Positions
8
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20258 pos · $1.57B
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $2.08B
- 13F HOLDINGS REPORTQ/E Jun 20259 pos · $2.22B
- 13F HOLDINGS REPORTQ/E Mar 202510 pos · $2.19B
- 13F HOLDINGS REPORTQ/E Dec 202410 pos · $2.44B
- 13F HOLDINGS REPORTQ/E Sep 202410 pos · $2.69B
- 13F HOLDINGS REPORTQ/E Jun 202410 pos · $2.57B
- 13F HOLDINGS REPORTQ/E Mar 20249 pos · $2.65B
- 13F HOLDINGS REPORTQ/E Dec 20238 pos · $2.24B
- 13F HOLDINGS REPORTQ/E Sep 20238 pos · $2.36B
- 13F HOLDINGS REPORTQ/E Jun 20239 pos · $2.46B
- 13F HOLDINGS REPORTQ/E Mar 20239 pos · $2.18B
Top 8 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |