SEC EDGAR Form 13F
Impactive Capital
Impactive Capital is an active impact and activist public-equity manager associated with Lauren Taylor Wolfe.
Latest Form 13F: 8 long U.S. equity positions, $1.4B reported value for the period ended Jun 30, 2026, led by MARRIOTT VACATIONS WDWIDE CORP, WEX INC, and ASBURY AUTO GP.
CIK: 1786767 · Filed: Aug 14, 2026 · Period: Jun 30, 2026
Reported value
$1.4B
Positions
8
Key person
Lauren Taylor Wolfe
Style
Active impact / activist
Top holding
VAC · MARRIOTT VACATIONS WDWIDE CORP
Period
Jun 30, 2026
Filed
Aug 14, 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 WDWIDE CORP
Portfolio weight
30.02%
WEX
WEX INC
Portfolio weight
17.19%
ABG
ASBURY AUTO GP
Portfolio weight
14.90%
SLM
SLM CORP
Portfolio weight
9.82%
GTLB
GITLAB INC
Portfolio weight
9.06%
Top reported holdings
Showing the top 8 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | VAC | MARRIOTT VACATIONS WDWIDE CORP | 4.1M | $421M | 30.02% | +0.0% |
| 2 | WEX | WEX INC | 1.7M | $241M | 17.19% | +0.0% |
| 3 | ABG | ASBURY AUTO GP | 1.0M | $209M | 14.90% | -3.2% |
| 4 | SLM | SLM CORP | 5.3M | $138M | 9.82% | -32.1% |
| 5 | GTLB | GITLAB INC | 4.2M | $127M | 9.06% | +6.2% |
| 6 | WMS | ADVANCED DRA SYS | 782.8K | $123M | 8.77% | -8.6% |
| 7 | LRN | STRIDE INC | 1.3M | $112M | 8.02% | +17.1% |
| 8 | IWM | ISHARES TR | 103.2K | $31M | 2.21% | -59.1% |
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