Impactive Capital LP
Annual return '25
+14.9%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$2.8B
Holdings
10
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VAC
MARRIOTT VACATIONS WORLDWIDE
Q4 2025: Exited (was 4.05M shares)
19.9%
02
$WEX
WEX INC
Q4 2025: Exited (was 2.20M shares)
19.3%
03
$ABG
ASBURY AUTOMOTIVE GROUP INC
Q4 2025: Exited (was 1.25M shares)
15.5%
04
$SLM
SLM CORP
Q4 2025: Exited (was 7.23M shares)
12.4%
05
$WMS
ADVANCED DRAIN SYS INC DEL
Q4 2025: Exited (was 1.66M shares)
8.7%
06
$LRN
STRIDE INC
Held since at least Q1 2024
7.2%
07
$GTLB
GITLAB INC
Held since at least Q1 2024
6.3%
08
$IWM
ISHARES TR
Q4 2025: Exited (was 609.2k shares)
4.6%
09
$CART
MAPLEBEAR INC
Held since at least Q1 2024
4.4%
10
$ICLR
ICON PLC
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:49 UTC.