James Garrett
Impactive Capital Lp
Assets Managed
$1.379B
Holdings
10
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-12.2%(2Q avg: -18.34%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Impactive Capital Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 10 positions.
Assets under management
The assets under management (AUM) of Impactive Capital Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.379B in assets, with a quarterly growth rate of -12.2% and a 2-quarter average growth rate of -18.34%. The portfolio is managed by James Garrett, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VAC Marriott Vacations World
| 19.51% | $268.945M 4.13M shares@ $65.12 avg price | |
WEX Wex Inc
| 18.95% | $261.278M 1.707M shares@ $153.04 avg price | Decreased -22.22% |
ABG Asbury Automotive Group
| 15.2% | $209.613M 1.073M shares@ $195.41 avg price | Decreased -13.98% |
SLM Slm Corp
| 12.15% | $167.481M 7.823M shares@ $21.41 avg price | Increased 8.28% |
WMS Advanced Drainage Systems In
| 8.52% | $117.451M 856,492 shares@ $137.14 avg price | Decreased -41.24% |
LRN Stride Inc
| 7.12% | $98.166M 1.113M shares@ $88.17 avg price | New Position |
GTLB Gitlab Inc-cl A
| 6.15% | $84.721M 3.915M shares@ $21.64 avg price | New Position |
IWM Ishares Russell 2000 Etf
| 4.55% | $62.617M 252,486 shares@ $248.0 avg price | Increased 233.96% |
CART Maplebear Inc
| 4.28% | $58.925M 1.573M shares@ $37.47 avg price | New Position |
ICLR Icon Plc
| 3.62% | $49.857M 450,540 shares@ $110.66 avg price | New Position |
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