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Disclosery

Impactive Capital LP: VAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Impactive Capital LP on VAC, newest first. How the timeline and the estimate are built.

Impactive Capital LP held 4,129,984 VAC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,129,984 shares
    Change vs previous 13F 0 shares

    30.02% of the 13F portfolio, value $420,762,770.

    13F-HR 0001786767-26-000004 filed by Impactive Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,129,984 shares
    Change vs previous 13F 0 shares

    19.5% of the 13F portfolio, value $268,944,558.

    13F-HR 0001786767-26-000003 filed by Impactive Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,129,984 shares
    Change vs previous 13F +84,000 shares

    15.17% of the 13F portfolio, value $238,258,777.

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

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,045,984 shares
    Change vs previous 13F 0 shares

    12.95% of the 13F portfolio, value $269,300,695.

    13F-HR 0001786767-25-000008 filed by Impactive Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,045,984 shares
    Change vs previous 13F +984,137 shares

    13.18% of the 13F portfolio, value $292,565,103.

    13F-HR 0001786767-25-000005 filed by Impactive Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,061,847 shares
    Change vs previous 13F +377,985 shares

    9% of the 13F portfolio, value $196,693,051.

    13F-HR 0001786767-25-000003 filed by Impactive Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,683,862 shares
    Change vs previous 13F -313,855 shares

    9.89% of the 13F portfolio, value $241,010,808.

    13F-HR 0001786767-25-000002 filed by Impactive Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,997,717 shares
    Change vs previous 13F not available

    8.18% of the 13F portfolio, value $220,272,245.

    13F-HR 0001786767-24-000022 filed by Impactive Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).