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Impactive Capital LP

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13F filer, CIK 1786767, NEW YORK CITY, NY

Impactive Capital LP reported $1,570,843,801 across 8 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001786767-26-000002

Period
2025-12-31
Reported value
$1.57B
Holdings
8
Top 10 weight
100%
New
0
Sold out
1

Part of the filer group Impactive Capital LP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VACadded+84,000$4.85M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CNXCexited-4,375,125-$202M
IWMreduced-533,637-$131M
WMSreduced-206,253-$29.9M
CLVTreduced-6,611,339-$22.1M
ETSYreduced-200,000-$11.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001786767-26-000002, largest first. % of portfolio is the value over $1,570,843,801, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171,265 shares; 2024Q4: 2,116,618 shares; 2025Q1: 2,409,572 shares; 2025Q2: 2,395,253 shares; 2025Q3: 2,195,253 shares; 2025Q4: 2,195,253 shares 2,195,253$327M20.82%0Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926,810 shares; 2024Q4: 1,756,810 shares; 2025Q1: 1,396,649 shares; 2025Q2: 1,247,027 shares; 2025Q3: 1,247,027 shares; 2025Q4: 1,247,027 shares 1,247,027$290M18.46%0Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997,717 shares; 2024Q4: 2,683,862 shares; 2025Q1: 3,061,847 shares; 2025Q2: 4,045,984 shares; 2025Q3: 4,045,984 shares; 2025Q4: 4,129,984 shares 4,129,984$238M15.17%+84,000Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,663,999 shares; 2025Q3: 1,663,999 shares; 2025Q4: 1,457,746 shares 1,457,746$211M13.44%-206,253Timeline
SLMSLM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,599,553 shares; 2024Q4: 15,407,300 shares; 2025Q1: 11,044,423 shares; 2025Q2: 8,029,790 shares; 2025Q3: 7,225,040 shares; 2025Q4: 7,225,040 shares 7,225,040$196M12.45%0Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,393,662 shares; 2024Q4: 4,393,662 shares; 2025Q1: 4,982,663 shares; 2025Q2: 3,550,587 shares; 2025Q3: 3,242,874 shares; 2025Q4: 3,042,874 shares 3,042,874$169M10.74%-200,000Timeline
CLVTCLARIVATE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,624,902 shares; 2024Q4: 43,025,259 shares; 2025Q1: 43,025,259 shares; 2025Q2: 43,025,259 shares; 2025Q3: 43,025,259 shares; 2025Q4: 36,413,920 shares 36,413,920$122M7.74%-6,611,339Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 609,241 shares; 2025Q4: 75,604 shares 75,604$18.6M1.18%-533,637Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CNXCCONCENTRIX CORP4,375,125$202Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001786767-26-000002 base2026-02-17acceptance time not in the bulk data set