Impactive Capital LP - Q12026 Holdings

Impactive Capital LP holds 10 stocks with a total portfolio value of $ 1.38B as of Q12026. In Q12026, Impactive Capital LP added 4 new positions, increased stakes in 2 stocks, reduced 3 holdings, and fully exited 2 positions. The largest holding is Marriott Vacations Worldwide (VAC), representing 19.50% of the total portfolio.