Impactive Capital discloses updated portfolio positions in 13F filing: New GTLB CART LRN ICLR positions, Added to SLM, Exited CLVT ETSY
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
- New: GTLB (3.91 mln shares), CART (1.57 mln), LRN (1.11 mln), ICLR (0.45 mln)
- Increased: SLM (7.82 mln shares from 7.23 mln shares), IWM (0.25 mln from 0.08 mln)
- Maintained: VAC (4.13 mln shares)
- Exited: CLVT (from 36.41 mln shares), ETSY (3.04 mln)
- Decreased: WMS (0.86 mln shares from 1.46 mln shares), WEX (1.71 mln from 2.2 mln), ABG (1.07 mln from 1.25 mln)