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Impactive Capital LP

Q4 2025 13F Holdings

  • Location
    new york city, NY
  • Num holdings

    8

  • Value ($000)

    $1,570,844

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001786767
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
W
WEX

WEX INC

COM
96208T104
$327.05M
21 %

2,195,253

A
AWG

ASBURY AUTOMOTIVE GROUP INC

COM
043436104
$289.97M
19 %

1,247,027

V
VAC

MARRIOTT VACATIONS WDWIDE CORP

COM
57164Y107
$238.26M
15 %

4,129,984

W
WMS

ADVANCED DRAIN SYS INC DEL

COM
00790R104
$211.13M
13 %

1,457,746

S
SLM

SLM CORP

COM
78442P106
$195.51M
12 %

7,225,040

E
ETSY

ETSY INC

COM
29786A106
$168.7M
11 %

3,042,874

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CLARIVATE PLC

ORD SHS
G21810109
$121.62M
8 %

36,413,920

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$18.61M
1 %

75,604

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