Impactive Capital (Lauren Taylor Wolfe and Christian Alejandro Asma) discloses updated portfolio positions in 13F filing: New IWM position, Exited WDC
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
- New: IWM (0.61 mln shares)
- Maintained: CLVT (43.03 mln shares), CNXC (4.38 mln), VAC (4.05 mln), WMS (1.66 mln), ABG (1.25 mln)
- Exited: WDC (3.57 mln shares)
- Decreased: SLM (7.23 mln shares from 8.03 mln shares), ETSY (3.24 mln from 3.55 mln), WEX (2.2 mln from 2.4 mln)