VAC MARRIOTT VACATIONS WDWIDE CORP

Ownership history in Impactive Capital LP  ·  8 quarters on record

This page tracks every 13F SEC filing in which Impactive Capital LP reported a position in MARRIOTT VACATIONS WDWIDE CORP (VAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
15.17% (2025 Q4)
Avg. % of fund
10.23%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,129,984 +84,000 +2.1% 15.17% $238.3M $57.01
2025 Q3 UNCHANGED 4,045,984 0% 12.95% $269.3M $64.88
2025 Q2 ADDED 4,045,984 +984,137 +32.1% 13.18% $292.6M $69.77
2025 Q1 ADDED 3,061,847 +377,985 +14.1% 9.00% $196.7M $61.26
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VAC price (monthly, adj. close)
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