Impactive Capital

Lauren Taylor Wolfe

Lauren Taylor Wolfe co-founded Impactive Capital, an activist firm that pairs value investing with engagement on environmental, social and governance issues. Impactive pushes for changes in capital allocation and operations.

SEC filings, CIK 0001786767

Public rank, Sep 1: #2
13F portfolio value: $1.4B
13F positions: 8
Recent 13D / Form 4: 3

Rank history

Rank in each edition. Locked editions hide their top 5 until they unlock.

Disclosed moves in public editions

The most recent moves from editions free readers can see, newest first.

Lauren Taylor Wolfe: disclosed moves in public editions
Date Invested	Company	Symbol	Shares	Value	Filing
Aug 19, 2026	Marriott Vacations Worldwide CorpSellSold	VAC	750,000	$83,617,500	Form 4Filed Aug 20, 2026
Aug 19, 2026	Marriott Vacations Worldwide CorpSellReduced stakeContext · not counted	VAC	665,166	$77,159,256est.	13D/AFiled Aug 20, 2026

Marriott Vacations Worldwide Corp
VAC
SellSold
Shares
750,000
Value
$83,617,500
Date invested
Aug 19, 2026
Form 4Filed Aug 20, 2026
Marriott Vacations Worldwide Corp
VAC
SellReduced stakeContext · not counted
Shares
665,166
Value
$77,159,256est.
Date invested
Aug 19, 2026
13D/AFiled Aug 20, 2026

Top 13F holdings

13F for Q2 2026, filed Aug 14, 2026 (holdings as of Jun 30, 2026). Total reported value $1,401,398,145 across 8 positions.

The latest 13F filed by Sep 30, 2026; newer 13Fs appear as each edition unlocks.

View the 13F on EDGAR ↗

Marriott Vacations Wdwide Corp
VAC
$420,762,77030.0% of portfolio4,129,984 shunchanged
WEX Inc
WEX
$240,876,32617.2% of portfolio1,707,253 shunchanged
Asbury Auto GP
ABG
$208,857,57314.9% of portfolio1,038,679 shtrimmed
SLM Corp
SLM
$137,687,8089.8% of portfolio5,307,934 shtrimmed
Gitlab Inc
GTLB
$126,920,0499.1% of portfolio4,157,224 shadded
Advanced DRA Sys
WMS
$122,866,7188.8% of portfolio782,790 shtrimmed
Stride Inc
LRN
$112,425,5698.0% of portfolio1,303,636 shadded

Lauren Taylor Wolfe: top 13F holdings
Company	Symbol	Shares	Value	% of portfolio	vs. prior 13F
Marriott Vacations Wdwide Corp	VAC	4,129,984	$420,762,770	30.0%	unchanged
WEX Inc	WEX	1,707,253	$240,876,326	17.2%	unchanged
Asbury Auto GP	ABG	1,038,679	$208,857,573	14.9%	trimmed
SLM Corp	SLM	5,307,934	$137,687,808	9.8%	trimmed
Gitlab Inc	GTLB	4,157,224	$126,920,049	9.1%	added
Advanced DRA Sys	WMS	782,790	$122,866,718	8.8%	trimmed
Stride Inc	LRN	1,303,636	$112,425,569	8.0%	added

Recent filings

Schedule 13D, 13D/A and Form 4 filings, newest first. Filings through Sep 30, 2026; newer filings appear as each edition unlocks.

Aug 20, 202613D/AMarriott Vacations Worldwide Corp(VAC)13D/A9.8% of classEDGAR ↗
Aug 20, 2026Form 4Marriott Vacations Worldwide Corp(VAC)Form 4EDGAR ↗
Jul 13, 202613D/AAsbury Automotive Group Inc(ABG)13D/A4.8% of classEDGAR ↗

All investors

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