Impactive Capital (Lauren Taylor Wolfe and Christian Alejandro) discloses updated portfolio positions in 13F filing: Added to GTLB LRN positions, Exited CART ICLR, Lowered SLM ABG holdings
Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):
- Increased: GTLB (4.16 mln shares from 3.91 mln shares), LRN (1.3 mln from 1.11 mln)
- Maintained: VAC (4.13 mln shares), WEX (1.71 mln)
- Exited: CART (from 1.57 mln shares), ICLR (0.45 mln)
- Decreased: SLM (5.31 mln shares from 7.82 mln shares), IWM (0.1 mln from 0.25 mln), WMS (0.78 mln from 0.86 mln), ABG (1.04 mln from 1.07 mln)