Impactive Capital LP

13F Portfolio Filings

Most recent 13F
Q2 2026
13D/G filings
13D on 6 securities
Location
New York City, NY
CIK
0001786767
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 8 1,401,398 VAC, WEX, ABG, SLM 13F-HR 8/14/2026 000178676726000004
Q1 2026 10 1,379,051 VAC, WEX, ABG, SLM 13F-HR 5/15/2026 000178676726000003
Q4 2025 8 1,570,843 WEX, ABG, VAC, WMS 13F-HR 2/17/2026 000178676726000002
Q3 2025 9 2,080,145 WEX, ABG, VAC, WMS 13F-HR 11/14/2025 000178676725000008
Q2 2025 9 2,219,182 WEX, ABG, VAC, SLM 13F-HR 8/14/2025 000178676725000005
Q1 2025 10 2,185,352 WEX, SLM, ABG, CNXC 13F-HR 5/15/2025 000178676725000003
Q4 2024 10 2,436,912 ABG, SLM, WEX, VAC 13F-HR 2/14/2025 000178676725000002
Q3 2024 10 2,692,533 ABG, WEX, SLM, CLVT 13F-HR 11/14/2024 000178676724000022
Q2 2024 10 2,573,824 ABG, SLM, WEX, ENV 13F-HR 8/14/2024 000178676724000018
Q1 2024 9 2,645,960 WEX, ABG, SLM, CLVT 13F-HR 5/15/2024 000178676724000007
Q4 2023 8 2,435,542 ABG, WEX, SLM, CLVT 13F-HR 2/14/2024 000178676724000006
Q3 2023 8 2,240,580 ABG, WEX, SLM, CCK 13F-HR 11/13/2023 000178676723000007
Q2 2023 8 2,360,881 ABG, WEX, SLM, CLVT 13F-HR 8/14/2023 000178676723000006
Q1 2023 9 2,464,514 ABG, WEX, SLM, CCK 13F-HR 5/15/2023 000178676723000005
Q4 2022 9 2,184,336 ABG, SLM, WEX, CCK 13F-HR 2/14/2023 000178676723000003
Q3 2022 9 1,918,077 ABG, SLM, WEX, CCK 13F-HR 11/14/2022 000178676722000005
Q2 2022 9 2,214,356 ABG, WEX, SLM, KBR 13F-HR 8/15/2022 000178676722000004
Q1 2022 10 2,278,178 WEX, KBR, SLM, ABG 13F-HR 5/16/2022 000178676722000003
Q4 2021 10 1,621,578 ABG, SLM, KBR, AVID 13F-HR 2/14/2022 000178676722000002
Q3 2021 9 1,274,567 ABG, AVID, SLM, KBR 13F-HR 11/15/2021 000178676721000006
Q2 2021 9 1,205,399 AVID, SLM, ABG, KBR 13F-HR 8/16/2021 000184236121000003
Q1 2021 8 808,134 ABG, AVID, SLM, KBR 13F-HR 5/17/2021 000178676721000005
Q4 2020 7 569,991 ABG, AVID, SLM, KBR RESTATEMENT 2/22/2021 000178676721000003
Q3 2020 7 317,301 AVID, ABG, HDS, WH 13F-HR 11/16/2020 000178676720000006
Q2 2020 8 313,493 AVID, ABG, HDS, FTDR 13F-HR 8/14/2020 000178676720000005
Q1 2020 8 233,861 ABG, SLM, CCK, WMS 13F-HR 5/15/2020 000178676720000003
Q4 2019 6 179,782 ABG, CRCM, AVID, WH 13F-HR 2/13/2020 000178676720000001
Additional filings from Impactive Capital LP that have since been restated

13D and 13G Filings

All 13D and 13G filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each security where the latest filing since 12/18/2024 is a 13D, newest first.

Issuer % of Class Filed
MARRIOTT VACATIONS WORLDWIDE Corp 13D/A
VAC · 57164Y107
 9.8% 8/20/2026
Event 8/19/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (5)
Asbury Automotive Group Inc 13D/A
ABG · 043436104
 4.8% 7/13/2026
Event 7/10/2026
WEX Inc. 13D/A
WEX · 96208T104
 4.9% 4/1/2026
Event 3/30/2026
Clarivate PLC 13D/A
CLVT · G21810109
 3.5% 2/6/2026
Event 2/4/2026
Concentrix Corp 13D/A
CNXC · 20602D101
 4.9% 11/7/2025
Event 11/5/2025
SLM Corp 13D/A
SLM · 78442P106
 4.4% 5/9/2025
Event 5/7/2025