13F HOLDINGS REPORT
Impactive Capital LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001786767-24-000022
Total Value
$2.69B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASBURY AUTO GP | ABG | 1,926,810 | $459.7M | 17.07% |
| 2 | WEX INC | WEX | 2,171,265 | $455.4M | 16.91% |
| 3 | SLM CORP | SLMBP | 17,599,553 | $402.5M | 14.95% |
| 4 | CLARIVATE PLC | CLVT | 39,624,902 | $281.3M | 10.45% |
| 5 | ENVESTNET INC | 29404K106 | 4,183,865 | $262.0M | 9.73% |
| 6 | ETSY INC | ETSY | 4,393,662 | $244.0M | 9.06% |
| 7 | CONCENTRIX CORPORATION | CNXC | 4,375,125 | $224.2M | 8.33% |
| 8 | MARRIOTT VACATIONS WDWIDE CORP | VAC | 2,997,717 | $220.3M | 8.18% |
| 9 | CHRLS RIVER LABS | 159864107 | 376,388 | $74.1M | 2.75% |
| 10 | SITEONE LANDSCAPE SUPPLY INC | SITE | 457,161 | $69.0M | 2.56% |