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VAC long @ 69.22

Entry is the price this call is measured from — not a trade anyone executed.

37.64 62.80 87.96 113.12 138.28 May 30 Oct 3 Feb 6 Jun 12 Oct 16 Oct 29 apesalpha.com TRADED Jun 18 ENTRY 69.22
Entry 69.22 At close 115.75 +67.2% vs entry 343 sessions since the post 2025-05-30 → 2026-10-29 weekly bars traded Jun 18, filed later

Impactive Capital LP has been buying VAC.

  1. The buy: Impactive Capital LP, a Director, bought 750,000 shares of VAC on 17-18 June 2025 — $50,876,276 at $67.84 a share.
  2. The entry above is not that price. A Form 4 discloses what they paid on their own trade date, which was before anyone else could see it. Ours is the opening price on the first session after this became public.
  3. Filed: 20 June 2025.

Risk: this is an INSTITUTION, not an executive. A fund or trust with a board seat or a 10% stake is building a position, and it may be averaging in, hedged elsewhere, or acting on a mandate that has nothing to do with a view on the next quarter. That is a different signal from a chief executive buying their own stock, which is why it posts here rather than under Big Insider Buys. An automated tracker of public SEC filings, not a recommendation.

· Fri, 20 Jun 2025 · · 6 views 6 clicks

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