Long-term investor

Impactive Capital LP @impactivecapitallp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001786767).

Record

  • Tracked since 2025-06-30 (445 days), 26 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +6.9% · all +6.9%
  • Max drawdown n/a · win rate 17% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • VAC · 30.0% · long · since 2025-06-30
  • WEX · 17.2% · long · since 2025-06-30
  • ABG · 14.9% · long · since 2025-06-30
  • SLM · 9.8% · long · since 2025-06-30
  • GTLB · 9.1% · long · since 2026-03-31
  • WMS · 8.8% · long · since 2025-06-30
  • LRN · 8.0% · long · since 2026-03-31
  • IWM · 2.2% · long · since 2025-09-30

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