SCHEDULE Filed 2025-06-20 Event 2025-06-17 SEC 0000921895-25-001805 →

Impactive Capital LP → MARRIOTT VACATIONS WORLDWIDE Corp VAC

Stake: 11.70% Shares: 4,045,984 CUSIP: 57164Y107 Class: Common stock, par value $0.01 per share

Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 24/100 · Filer 90d Win Rate: 0% · Hist. 90d Edge: -2.5%

Filer track record (5 filings): 0% 90d win rate, +0.0% 90d edge
High conviction ownership stake (11.7%)
Held by 1 tracked 13F institutional manager
14 NPORT-P mutual funds holding CUSIP
Elevated short days-to-cover (5.9 DTC)

Item 4 — Purpose of Transaction

Not extracted from this filing — typically because it's an amendment (13D/A) and Item 4 is unchanged from the parent filing. Read the raw SEC filing →

Cross-References

Insider Activity (last 365d)

0 transactions

0 buys · 0 sales · 0 awards/exercises

Issuer Cluster

5 13D/G filings on this issuer

4 other filings besides this one

Filer Track Record

15 filings by this filer

14 other filings in the data moat

Short Interest · settle 2026-10-15

DTC 5.92

2,015,442 shares short · -0.7% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers

1 holder · $19.64M

Point72 Asset Mgmt

Post-Filing Returns · since 2025-06-17 on VAC

+1 day

0.0%

+5 days

0.0%

+30 days

0.0%

+60 days

0.0%

+90 days

0.0%

+180 days

0.0%

Anchor price 99.35 on closest trading day on/after 2025-06-17. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Other 13D/G Filings on MARRIOTT VACATIONS WORLDWIDE Corp

Filed	Form	Filer	Stake	Shares
2026-08-20	SCHEDULE 13D/A	Impactive Capital LP	—	3,380,818	view →
2019-01-23	SC	MARRIOTT J W JR	—	—	view →
2019-01-23	SC	Harrison Deborah Marriott	—	—	view →
2018-10-01	SC	Qurate Retail, Inc.	—	—	view →

Other Filings by Impactive Capital LP

Filed	Form	Issuer	Stake	Shares
2026-08-20	SCHEDULE 13D/A	MARRIOTT VACATIONS WORLDWIDE Corp	—	3,380,818	view →
2026-07-13	SCHEDULE 13D/A	ASBURY AUTOMOTIVE GROUP INC	4.80%	897,724	view →
2025-11-07	SCHEDULE	Concentrix Corp CNXC	4.90%	3,066,213	view →
2025-03-06	SCHEDULE	WEX Inc. WEX	6.70%	2,584,047	view →
2025-01-28	SCHEDULE	SLM Corp SLMBP	5.40%	11,532,399	view →
2025-01-17	SCHEDULE	ASBURY AUTOMOTIVE GROUP INC ABG	7.60%	1,492,232	view →
2023-11-07	SC	AVID TECHNOLOGY, INC.	—	—	view →
2022-09-19	SC	MERIDIAN BIOSCIENCE INC	—	—	view →
2022-05-24	SC	ENVESTNET, INC.	—	—	view →
2022-02-02	SC	ASBURY AUTOMOTIVE GROUP INC ABG	—	—	view →
2020-06-02	SC	AVID TECHNOLOGY, INC.	—	—	view →
2020-05-28	SC	AVID TECHNOLOGY, INC.	—	—	view →
2020-05-07	SC	AVID TECHNOLOGY, INC.	—	—	view →
2020-03-17	SC	AVID TECHNOLOGY, INC.	—	—	view →

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