SEC EDGAR Form 13F
Impactive Capital
Impactive Capital is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 10 long U.S. equity positions, $1.4B reported value for the period ended Mar 31, 2026, led by MARRIOTT VACATIONS WORLDWIDE, WEX INC, and ASBURY AUTOMOTIVE GROUP INC.
CIK: 1786767 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$1.4B
Positions
10
Key person
13F reporting manager
Style
Institutional 13F
Top holding
VAC · MARRIOTT VACATIONS WORLDWIDE
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
1786767
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →VAC
MARRIOTT VACATIONS WORLDWIDE
Portfolio weight
19.50%
WEX
WEX INC
Portfolio weight
18.95%
ABG
ASBURY AUTOMOTIVE GROUP INC
Portfolio weight
15.20%
SLM
SLM CORP
Portfolio weight
12.14%
WMS
ADVANCED DRAIN SYS INC DEL
Portfolio weight
8.52%
Top reported holdings
Showing the top 10 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | VAC | MARRIOTT VACATIONS WORLDWIDE | 4.1M | $269M | 19.50% | +0.0% |
| 2 | WEX | WEX INC | 1.7M | $261M | 18.95% | -22.2% |
| 3 | ABG | ASBURY AUTOMOTIVE GROUP INC | 1.1M | $210M | 15.20% | -14.0% |
| 4 | SLM | SLM CORP | 7.8M | $167M | 12.14% | +8.3% |
| 5 | WMS | ADVANCED DRAIN SYS INC DEL | 856.5K | $117M | 8.52% | -41.3% |
| 6 | LRN | STRIDE INC | 1.1M | $98M | 7.12% | -- |
| 7 | GTLB | GITLAB INC | 3.9M | $85M | 6.14% | -- |
| 8 | IWM | ISHARES TR | 252.5K | $63M | 4.54% | +234.0% |
| 9 | CART | MAPLEBEAR INC | 1.6M | $59M | 4.27% | -- |
| 10 | ICLR | ICON PLC | 450.5K | $50M | 3.62% | -- |
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