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

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35 tracked hedge funds disclosed a position in VAC (MARRIOTT VACATIONS WORLDWIDE) in their Q2 2026 13F filings, worth $766.0m in total. The largest holder by portfolio weight is Impactive Capital LP at 30.0% of its book. 16 opened a new position this quarter: CAS Investment Partners, LLC, Pavaki Capital Management LLC, Ares Systematic Credit Ltd, Gsa Capital Partners LLP. 7 exited: EntryPoint Capital, LLC, Landscape Capital Management, L.L.C., Entropy Technologies, LP.

35
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
16
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
7
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$68.0m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$5.4m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$766m
Combined value
Sum of the holders' reported positions in the security.
2.8%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

35 rows
Impactive Capital LP Hedge fund30.0%$421m4.13m0.0%held
Ananym Capital Management, LP Hedge fund23.6%$65.7m644,610−21%reduced
Senvest Management, LLC Hedge fund3.4%$115m1.13m−2.2%reduced
GMT Capital Corp Hedge fund2.2%$42.2m414,050−60%reduced
CAS Investment Partners, LLC Hedge fund2.2%$40.8m400,000–new
Mork Capital Management, LLC Hedge fund1.2%$1.9m18,8300.0%held
Pavaki Capital Management LLC Hedge fund0.3%$509k5,000–new
Ares Systematic Credit Ltd Hedge fund0.2%$403k3,952–new
Prescott Group Capital Management, L.L.C. Hedge fund0.2%$2.2m22,0000.0%held
Caxton Associates LLP Hedge fund0.1%$5.8m56,478−1.3%reduced
Quinn Opportunity Partners LLC Hedge fund0.10%$2.0m20,000−17%reduced
Gsa Capital Partners LLP Hedge fund0.08%$1.2m11,773–new
CastleKnight Management LP Hedge fund0.08%$2.1m20,300–new
Bayforest Capital Ltd Hedge fund0.07%$70.9k696–new
Dark Forest Capital Management LP Hedge fund0.06%$864k8,479–new
Edgestream Partners, L.P. Hedge fund0.05%$1.8m17,539–new
Verition Fund Management LLC Hedge fund0.05%$7.3m71,175+43%added
Trexquant Investment LP Hedge fund0.05%$7.9m77,056+591%added
ExodusPoint Capital Management, LP Hedge fund0.03%$3.3m32,492–new
Brevan Howard Capital Management LP Hedge fund0.02%$1.6m15,807+105%added
Graham Capital Management, L.P. Hedge fund0.02%$670k6,578+19%added
Two Sigma Investments, LP Hedge fund0.01%$14.9m146,741–new
Schonfeld Strategic Advisors LLC Hedge fund0.01%$1.7m16,473−94%reduced
Engineers Gate Manager LP Hedge fund0.01%$672k6,600–new
Centiva Capital, LP Hedge fund0.01%$231k2,269–new
Aristeia Capital, L.L.C. Hedge fund0.01%$442k4,343–new
AQR Capital Management LLC Hedge fund0.01%$19.7m193,688−27%reduced
Wolverine Asset Management LLC Hedge fund0.0%$211k2,074–new
Magnetar Financial LLC Hedge fund0.0%$209k2,050–new
Marshall Wace, LLP Hedge fund0.0%$1.9m18,381−75%reduced
Hudson Bay Capital Management LP Hedge fund0.0%$311k3,049–new
Citadel Advisors LLC Hedge fund0.0%$2.0m19,614−74%reduced
CVA Family Office, LLC Family office0.0%$6.1k60+9.1%added
Walleye Capital LLC Hedge fund0.0%$3.1k30−100%reduced
Elequin Capital, LP Hedge fund0.0%$1021−86%reduced