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Impactive Capital LP
Impactive Capital LP is an activist investment management firm headquartered in New York, NY, United States. Founded in 2018 by Lauren Taylor Wolfe and Christian Alejandro Asmar, the firm employs fewer than 25 employees. Impactive Capital serves institutional investors, focusing on long-term value creation by actively engaging with portfolio companies to improve competitiveness, profitability, and sustainability through operational, strategic, and ESG-based initiatives.
Investment Strategy
Impactive Capital invests in high quality companies at attractive valuations, taking long and short positions in equity or debt securities of both US and non-US public issuers. The firm's strategy centers on active engagement with portfolio companies through capital allocation enhancements, operational and strategic initiatives, and material improvements in environmental, social, and governance (ESG) factors. By thinking and acting like owners, they seek to drive meaningful systemic change for sustainable, long-term returns and competitive advantage.
Latest 13F Filing Activity
Impactive Capital LP filed their most recent 13F report on Jun 30, 2025 disclosing 9 equity positions with a total 13F market value of $2B. The fund increased holdings in Western Digital, Advanced Dra SYS, Marriott Vacations Wdwide Corp. among other positions. Impactive Capital LP reduced exposure to CHRLS River Labs, Siteone Landscape Supply Inc., SLM Corp. among others.
Top Holdings
Equity Positions (9)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WEX | WEX INC | 15.85% | $351.8M | 2,395,253 | $175.51 | $146.89 | -$26.5M |
A ABG | ASBURY AUTO GP | 13.40% | $297.5M | 1,247,027 | $145.69 | $238.54 | -$11.0M |
V VAC | MARRIOTT VACATIONS WDWIDE CORP | 13.18% | $292.6M | 4,045,984 | $84.19 | $72.31 | +$95.9M |
S SLM | SLM CORP | 11.86% | $263.3M | 8,029,790 | $15.12 | $32.79 | -$61.1M |
C CNXC | CONCENTRIX CORPORATION | 10.42% | $231.2M | 4,375,125 | $92.18 | $52.86 | -$12.2M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
C Christian A | Managing Partner | United States | |
 | Vice President | New York, NY , United States | |
 | Managing Partner | New York, NY , United States | |
W Wes Roberts | Vice President | New York, NY , United States | |
 | Vice President | New York, NY , United States | |
 | Vice President | NY , United States |
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