13F HOLDINGS REPORT
Impactive Capital LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001786767-25-000002
Total Value
$2.44B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASBURY AUTO GP | ABG | 1,756,810 | $427.0M | 17.52% |
| 2 | SLM CORP | SLMBP | 15,407,300 | $424.9M | 17.44% |
| 3 | WEX INC | WEX | 2,116,618 | $371.1M | 15.23% |
| 4 | MARRIOTT VACATIONS WDWIDE CORP | VAC | 2,683,862 | $241.0M | 9.89% |
| 5 | ETSY INC | ETSY | 4,393,662 | $232.4M | 9.54% |
| 6 | CHRLS RIVER LABS | 159864107 | 1,202,339 | $222.0M | 9.11% |
| 7 | CLARIVATE PLC | CLVT | 43,025,259 | $218.6M | 8.97% |
| 8 | CONCENTRIX CORPORATION | CNXC | 4,375,125 | $189.3M | 7.77% |
| 9 | SIRIUS XM HOLDINGS INC | 829933100 | 3,487,601 | $79.5M | 3.26% |
| 10 | U-HAUL HOLDING CO | UHAL-B | 487,044 | $31.2M | 1.28% |