Institutions / Impactive Capital LP
Impactive Capital LP
CIK 1786767 · Institution · as of Dec 31, 2025
Portfolio value
$1.57B
Positions
8
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| WEX Inc | $327.05M | 20.8% |
| Asbury Automotive Group Inc | $289.97M | 18.5% |
| MARRIOTT VACATIONS WORLDWIDE Corp | $238.26M | 15.2% |
| Advanced Drainage Systems, Inc. | $211.13M | 13.4% |
| SLM Corp | $195.51M | 12.4% |
| Etsy Inc | $168.70M | 10.7% |
| Clarivate PLC | $121.62M | 7.7% |
| iShares Tr | $18.61M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.