13F HOLDINGS REPORT
Impactive Capital LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001786767-24-000018
Total Value
$2.57B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASBURY AUTOMOTIVE GROUP INC | ABG | 2,017,002 | $459.6M | 17.86% |
| 2 | SLM CORP | SLMBP | 19,697,400 | $409.5M | 15.91% |
| 3 | WEX INC | WEX | 1,978,704 | $350.5M | 13.62% |
| 4 | ENVESTNET INC | 29404K106 | 4,183,865 | $261.9M | 10.17% |
| 5 | CONCENTRIX CORP | CNXC | 3,846,370 | $243.4M | 9.46% |
| 6 | CLARIVATE PLC | CLVT | 42,012,185 | $239.0M | 9.29% |
| 7 | MARRIOTT VACATIONS WORLDWIDE | VAC | 2,602,411 | $227.2M | 8.83% |
| 8 | CROWN HLDGS INC | CCK | 2,950,686 | $219.5M | 8.53% |
| 9 | WALKER & DUNLOP INC | WD | 1,450,348 | $142.4M | 5.53% |
| 10 | ETSY INC | ETSY | 351,137 | $20.7M | 0.80% |