13F HOLDINGS REPORT
Impactive Capital LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001786767-23-000006
Total Value
$2.36B
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASBURY AUTO GP | ABG | 2,044,410 | $491.5M | 20.82% |
| 2 | WEX INC | WEX | 2,105,947 | $383.4M | 16.24% |
| 3 | SLM CORP | SLMBP | 20,000,000 | $326.4M | 13.83% |
| 4 | CLARIVATE PLC | CLVT | 28,608,919 | $272.6M | 11.55% |
| 5 | CROWN HOLDINGS | CCK | 2,955,488 | $256.7M | 10.87% |
| 6 | ENVESTNET INC | 29404K106 | 4,151,033 | $246.4M | 10.44% |
| 7 | CONCENTRIX CORPORATION | CNXC | 2,500,606 | $201.9M | 8.55% |
| 8 | AVID TECHNOLOGY | 05367P100 | 7,131,793 | $181.9M | 7.70% |