13FBOX
Impactive Capital LP · 13F Holdings
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Impactive Capital LP

No.2230 Data as of 2026Q2
Latest AUM (Q2 2026)
$1.40B
QoQ Change Q1 2026
+$22.3M+1.6%
Holdings
8
New Buys
0
Adds
2
Reduces
4
Exits
2
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MMARRIOTT VACATIONS WORLDWIDEVAC
30.02%19.5%$420.8M4.1M$268.9M4.1M00.00%Unchanged
WWEX INCWEX
17.19%18.95%$240.9M1.7M$261.3M1.7M00.00%Unchanged
ASBURY AUTOMOTIVE GROUP INCABG
14.9%15.2%$208.9M1.0M$209.6M1.1M-34,005-3.17%Reduce
SSLM CORPSLM
9.83%12.14%$137.7M5.3M$167.5M7.8M-2.5M-32.15%Reduce
GGITLAB INCGTLB
9.06%6.14%$126.9M4.2M$84.7M3.9M+242,228+6.19%Add
ADVANCED DRAIN SYS INC DELWMS
8.77%8.52%$122.9M782,790$117.5M856,492-73,702-8.61%Reduce
STRIDE INCLRN
8.02%7.12%$112.4M1.3M$98.2M1.1M+190,269+17.09%Add
IISHARES RUSSELLIWM
2.21%4.54%$31.0M103,183$62.6M252,486-149,303-59.13%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow