Impactive Capital (Lauren Taylor Wolfe)
Famous investorsFiles as Impactive Capital LP (SEC CIK 1786767). Portfolio from its latest quarterly 13F-HR filing.
- $1.37B
- Tracked value
- 7
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | VACMARRIOTT VACATIONS WORLDWIDE Corp | 30.7% | unch. | 4,129,984 | $420.76M |
| 2 | WEXWEX Inc. | 17.6% | unch. | 1,707,253 | $240.88M |
| 3 | ABGASBURY AUTOMOTIVE GROUP INC | 15.2% | ▼ 3.2% | 1,038,679 | $208.86M |
| 4 | SLMSLM Corp | 10.0% | ▼ 32.1% | 5,307,934 | $137.69M |
| 5 | GTLBGitlab Inc. | 9.3% | ▲ 6.2% | 4,157,224 | $126.92M |
| 6 | WMSADVANCED DRAINAGE SYSTEMS, INC. | 9.0% | ▼ 8.6% | 782,790 | $122.87M |
| 7 | LRNStride, Inc. | 8.2% | ▲ 17.1% | 1,303,636 | $112.43M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.