13F HOLDINGS REPORT
Impactive Capital LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001786767-23-000005
Total Value
$2.46B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASBURY AUTO GP | ABG | 2,050,635 | $430.6M | 17.47% |
| 2 | WEX INC | WEX | 2,105,947 | $387.3M | 15.71% |
| 3 | SLM CORP | SLMBP | 23,544,180 | $291.7M | 11.84% |
| 4 | CROWN HOLDINGS | CCK | 3,287,488 | $271.9M | 11.03% |
| 5 | ENVESTNET INC | 29404K106 | 4,151,033 | $243.5M | 9.88% |
| 6 | KBR INC | KBR | 4,349,118 | $239.4M | 9.71% |
| 7 | AVID TECHNOLOGY | 05367P100 | 7,131,793 | $228.1M | 9.25% |
| 8 | CONCENTRIX CORPORATION | CNXC | 1,651,039 | $200.7M | 8.14% |
| 9 | CLARIVATE PLC | CLVT | 18,240,586 | $171.3M | 6.95% |