13F HOLDINGS REPORT
Impactive Capital LP
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001786767-23-000007
Total Value
$2.24B
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASBURY AUTO GP | ABG | 1,987,910 | $457.4M | 20.41% |
| 2 | WEX INC | WEX | 2,105,947 | $396.1M | 17.68% |
| 3 | SLM CORP | SLMBP | 19,697,400 | $268.3M | 11.97% |
| 4 | CROWN HOLDINGS | CCK | 2,955,488 | $261.5M | 11.67% |
| 5 | CONCENTRIX CORPORATION | CNXC | 3,255,172 | $260.8M | 11.64% |
| 6 | CLARIVATE PLC | CLVT | 33,108,919 | $222.2M | 9.92% |
| 7 | AVID TECHNOLOGY | 05367P100 | 7,131,793 | $191.6M | 8.55% |
| 8 | ENVESTNET INC | 29404K106 | 4,151,033 | $182.8M | 8.16% |