Impactive Capital LP

CIK Number: 0001786767

2,219.2B
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.
175.08
-0.67% 2.41M +13.84% 378.35M 175.51 17.31% Share
2 SLM SLM Corporation
32.99
-0.3% 11.04M -28.32% 324.37M 15.12 14.84% Share
3 ABG Asbury Automoti...
242.28
-0.37% 1.4M -20.5% 308.44M 145.69 14.11% Share
4 CNXC Concentrix Corp...
48.86
-0.67% 4.38M 0.00% 243.43M 92.18 11.14% Share
5 ETSY Etsy, Inc.
68.20
-2.7% 4.98M +13.41% 235.08M 54.65 10.76% Share
6 VAC Marriott Vacati...
75.41
-1.85% 3.06M +14.08% 196.69M 88.01 9.00% Share
7 CRL Charles River L...
155.70
+0.45% 1.21M +0.77% 182.36M 188.18 8.34% Share
8 CLVT Clarivate Plc
4.30
+1.18% 43.03M 0.00% 169.09M 8.33 7.74% Share
9 SITE SiteOne Landsca...
141.34
-3.32% 993.58K +100.00% 120.66M 121.44 5.52% Share
10 WDC Western Digital...
76.21
+0.18% 664.71K +100.00% 26.87M 40.43 1.23% Share