Impactive Capital LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Impactive Capital LP

CIK Number: 0001786767

2.22B
Market Value
10
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 WEX WEX Inc.
158.15
-2.03% 2.41M +13.84% 378.35M 175.51 17.31% Share
2 SLM SLM Corporation
28.08
-1.27% 11.04M -28.32% 324.37M 15.12 14.84% Share
3 ABG Asbury Automoti...
236.64
-2.33% 1.4M -20.5% 308.44M 145.69 14.11% Share
4 CNXC Concentrix Corp...
54.99
-1.1% 4.38M 0.00% 243.43M 92.18 11.14% Share
5 ETSY Etsy, Inc.
63.60
-0.7% 4.98M +13.41% 235.08M 54.65 10.76% Share
6 VAC Marriott Vacati...
70.28
-3.25% 3.06M +14.08% 196.69M 88.01 9.00% Share
7 CRL Charles River L...
145.62
-2.56% 1.21M +0.77% 182.36M 188.18 8.34% Share
8 CLVT Clarivate Plc
3.66
-4.44% 43.03M 0.00% 169.09M 8.33 7.74% Share
9 SITE SiteOne Landsca...
128.41
-1.67% 993.58K +100.00% 120.66M 121.44 5.52% Share
10 WDC Western Digital...
107.21
-2.26% 664.71K +100.00% 26.87M 40.43 1.23% Share
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