13F HOLDINGS REPORT
Impactive Capital LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001786767-24-000007
Total Value
$2.65B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WEX INC | WEX | 2,105,947 | $500.2M | 18.91% |
| 2 | ASBURY AUTO GP | ABG | 2,017,402 | $475.7M | 17.98% |
| 3 | SLM CORP | SLMBP | 19,697,400 | $429.2M | 16.22% |
| 4 | CLARIVATE PLC | CLVT | 37,887,185 | $281.5M | 10.64% |
| 5 | CONCENTRIX CORPORATION | CNXC | 3,846,370 | $254.7M | 9.63% |
| 6 | ENVESTNET INC | 29404K106 | 4,183,865 | $242.3M | 9.16% |
| 7 | CROWN HOLDINGS | CCK | 2,955,488 | $234.3M | 8.85% |
| 8 | MARRIOTT VACATIONS WDWIDE CORP | VAC | 1,147,429 | $123.6M | 4.67% |
| 9 | WALKER & DUNLOP INC | WD | 1,034,093 | $104.5M | 3.95% |