Impactive Capital portfolio — 13F holdings Q2 2026
Impactive Capital (Lauren Taylor Wolfe / Christian Asmar) reported 8 long positions worth $1.4 billion as of 2026-06-30. Top holdings: MARRIOTT VACATIONS WORLDWIDE Corp, WEX Inc., ASBURY AUTOMOTIVE GROUP INC, SLM Corp, Gitlab Inc.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| MARRIOTT VACATIONS WORLDWIDE Corp | 2026-06-30 | 420762770.00 USD | 30.02% | hold | Original filing |
| WEX Inc. | 2026-06-30 | 240876326.00 USD | 17.19% | hold | Original filing |
| ASBURY AUTOMOTIVE GROUP INC | 2026-06-30 | 208857573.00 USD | 14.90% | reduce | Original filing |
| SLM Corp | 2026-06-30 | 137687808.00 USD | 9.83% | reduce | Original filing |
| Gitlab Inc. | 2026-06-30 | 126920049.00 USD | 9.06% | add | Original filing |
| ADVANCED DRAINAGE SYSTEMS, INC. | 2026-06-30 | 122866718.00 USD | 8.77% | reduce | Original filing |
| Stride, Inc. | 2026-06-30 | 112425569.00 USD | 8.02% | add | Original filing |
| iShares Russell 2000 ETF | 2026-06-30 | 31001332.00 USD | 2.21% | reduce | Original filing |
| ICON PLC | 2026-03-31 | — | — | exited | Original filing |
| Maplebear Inc. | 2026-03-31 | — | — | exited | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-13 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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