Impactive Capital LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $1.4B in reported equity holdings across 10 positions. The largest holdings are VAC (19.5%), WEX (18.9%), ABG (15.2%), SLM (12.1%), WMS (8.5%). The portfolio is concentrated in Other (84.2%), Financial Services (12.1%), Healthcare (3.6%). Data sourced from SEC EDGAR 13F filings (CIK 1786767).