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IMPACTIVE CAPITAL LP

AUM: $3.11 B

13-F Portfolio Value: $2.22 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 99.99%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
VAC	MARRIOTT VACATIONS WDWIDE CORP	13.28%	4,045,984	$292,565,103	984,137	32.14%	$72.31	13F
WDC	WESTERN DIGITAL	10.37%	3,571,435	$228,536,126	2,906,730	437.3%	$63.99	13F