Impactive Capital LP holds a concentrated book of 10 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Stride Inc and trimmed Wex Inc. Their largest long position is Marriott Vacations World at 20% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1786767/holdings"
Use Arkolith to show Impactive Capital LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Marriott Vacations Worldwide COM | $268.9M | 4.13M | 19.5% | —Held | |
| 2 | Wex Inc COM | $261.3M | 1.71M | 18.9% | ▼−22% Reduced · −488K sh | |
| 3 | Asbury Automotive Group Inc COM | $209.6M | 1.07M | 15.2% | ▼−14% Reduced · −174K sh | |
| 4 | SLM Corp COM | $167.5M | 7.82M | 12.1% | ▲+8.3% Added · +598K sh | |
| 5 | Advanced Drain Sys Inc Del COM | $117.5M | 856.5K | 8.5% | ▼−41% Reduced · −601K sh | |
| 6 | Stride Inc COM | $98.2M | 1.11M | 7.1% | ▲New New position | |
| 7 | Gitlab Inc CLASS A COM | $84.7M | 3.91M | 6.1% | ▲New New position | |
| 8 | Ishares TR RUSSELL 2000 ETF | $62.6M | 252.5K | 4.5% | ▲+234% Added · +177K sh | |
| 9 | Maplebear Inc COM | $58.9M | 1.57M | 4.3% | ▲New New position | |
| 10 | Icon PLC SHS | $49.9M | 450.5K | 3.6% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.