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Which hedge funds own VAC? MARRIOTT VACATIONS WORLDWIDE, Q2 2026 13F holders

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5 of the hedge funds tracked by WhaleCreep disclosed a position in VAC (MARRIOTT VACATIONS WORLDWIDE) in their Q2 2026 13F filings, worth $442.2m in total. The largest holder by portfolio weight is Impactive Capital at 30.0% of its book. 1 exited: Holocene Advisors.

5tracked managers holding
0opened this quarter
1exited this quarter

Which hedge funds hold VAC? Current holders by portfolio weight

ManagerAs ofWeight of bookValueSharesΔ sharesAction
Impactive CapitalQ2 2026 30.0%$420.8m4,129,984 0% held
Ancora AdvisorsQ2 2026 0.3%$16.0m157,072 33% added
Brevan Howard Capital ManagementQ2 2026 0.0%$1.6m15,807 105% added
Marshall WaceQ2 2026 0.0%$1.9m18,381 -75% reduced
Citadel AdvisorsQ2 2026 0.0%$2.0m19,614 -74% reduced

Exited since the previous quarter

ManagerPrior weightPrior value
Holocene Advisors0.0%$2.1m

How has hedge fund ownership of VAC changed?

QuarterManagers holdingCombined value
Q2 20265$442.2m
Q1 20266$281.4m
Q4 20255$261.4m
Q3 20256$297.0m
Q2 20255$325.1m
Q1 20255$243.9m
Q4 20245$285.5m
Q3 20244$234.8m
Q2 20246$248.6m
Q1 20249$190.0m
Q4 20236$36.5m
Q3 20236$99.2m
Q2 20237$120.7m
Q1 20237$94.8m
Q4 20228$96.2m
Q3 20223$115.2m

Counts every tracked manager that disclosed VAC in that quarter's filing, including managers that have since stopped filing.