13F HOLDINGS REPORT
Impactive Capital LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001786767-23-000003
Total Value
$2.18B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASBURY AUTO GP | ABG | 2,202,898 | $394.9M | 18.08% |
| 2 | SLM CORP | SLMBP | 23,544,180 | $390.8M | 17.89% |
| 3 | WEX INC | WEX | 2,239,663 | $366.5M | 16.78% |
| 4 | CROWN HOLDINGS | CCK | 3,287,488 | $270.3M | 12.37% |
| 5 | ENVESTNET INC | 29404K106 | 4,151,033 | $256.1M | 11.73% |
| 6 | KBR INC | KBR | 4,349,118 | $229.6M | 10.51% |
| 7 | AVID TECHNOLOGY | 05367P100 | 7,131,793 | $189.6M | 8.68% |
| 8 | CONCENTRIX CORPORATION | CNXC | 328,997 | $43.8M | 2.01% |
| 9 | CLARIVATE PLC | CLVT | 5,114,242 | $42.7M | 1.95% |