Holders — by stockHoldings — by fund

Impactive Capital LP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1786767

$1.40B

disclosed book value

positions

30%

largest position share

Positions, as of 2026-06-30

top 8 of 8 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#	Issuer	Shares	Value	% of book
1	VACMARRIOTT VACATIONS WDWIDE CORP	4.1M	$420.8M	30%
2	WEXWEX INC	1.7M	$240.9M	17.2%
3	ABGASBURY AUTO GP	1.0M	$208.9M	14.9%
4	SLMSLM CORP	5.3M	$137.7M	9.8%
5	GTLBGITLAB INC	4.2M	$126.9M	9.1%
6	WMSADVANCED DRA SYS	782,790	$122.9M	8.8%
7	LRNSTRIDE INC	1.3M	$112.4M	8%
8	IWMISHARES TR	103,183	$31.0M	2.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.