Impactive Capital LP

CIK Number: 0001786767

2.19B
Market Value
9
# of Holdings
8 months
Avg. Holding Period
30.00%
Win Rate
-22.44%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 ABG Asbury Automoti...
232.59
-2.96% 1.76M -8.82% 426.96M 145.69 17.52%
2 SLM SLM Corporation
31.20
-1.36% 15.41M -12.46% 424.93M 15.12 17.44%
3 WEX WEX Inc.
137.72
-1.65% 2.12M -2.52% 371.09M 178.06 15.23%
4 VAC Marriott Vacati...
64.84
-3.48% 2.68M -10.47% 241.01M 91.36 9.89%
5 ETSY Etsy, Inc.
55.94
-5.65% 4.39M 0.00% 232.38M 55.65 9.54%
6 CRL Charles River L...
149.58
-1.52% 1.2M +219.44% 221.95M 188.47 9.11%
7 CLVT Clarivate Plc
4.22
-1.52% 43.03M +8.58% 218.57M 8.33 8.97%
8 CNXC Concentrix Corp...
55.34
-3.18% 4.38M 0.00% 189.31M 92.18 7.77%
9 SIRI Sirius XM Holdi...
21.29
-2.83% 3.49M +100.00% 79.52M 22.8 3.26%