StockDriftsStockDriftsTop 10 Impactive Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VAC | MARRIOTT VACATIONS WORLDWIDE | 19.5% | 4.13M | $268.9M | +0.00%(+0) | $86.42(-17.98%) | 2026-03-31 | |
| WEX | WEX INC | 18.95% | 1.71M | $261.3M | -22.23%(-488.00K) | $173.04(-18.27%) | 2026-03-31 | |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 15.2% | 1.07M | $209.6M | -13.98%(-174.34K) | $149.56(+19.79%) | 2026-03-31 | |
| SLM | SLM CORP | 12.14% | 7.82M | $167.5M | +8.27%(+597.52K) | $15.91(+33.06%) | 2026-03-31 | |
| WMS | ADVANCED DRAIN SYS INC DEL | 8.52% | 856.5K | $117.5M | -41.25%(-601.25K) | $111.53(+21.61%) | 2026-03-31 | |
| LRN | STRIDE INC | 7.12% | 1.11M | $98.2M | new | $76.55(+15.34%) | 2026-03-31 | |
| GTLB | GITLAB INC | 6.14% | 3.91M | $84.7M | new | $29.58(-20.03%) | 2026-03-31 | |
| IWM | ISHARES TR | 4.54% | 252.5K | $62.6M | +233.96%(+176.88K) | $241.63(+14.89%) | 2026-03-31 | |
| CART | MAPLEBEAR INC | 4.27% | 1.57M | $58.9M | new | $41.22(-3.66%) | 2026-03-31 | |
| ICLR | ICON PLC | 3.62% | 450.5K | $49.9M | new | $146.44(-20.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.33% | +1.00% |
| Top 20 Holdings Unweighted | +1.60% | +4.87% |
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