13F HOLDINGS REPORT
Impactive Capital LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001786767-25-000003
Total Value
$2.19B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WEX INC | WEX | 2,409,572 | $378.4M | 17.31% |
| 2 | SLM CORP | SLMBP | 11,044,423 | $324.4M | 14.84% |
| 3 | ASBURY AUTO GP | ABG | 1,396,649 | $308.4M | 14.11% |
| 4 | CONCENTRIX CORPORATION | CNXC | 4,375,125 | $243.4M | 11.14% |
| 5 | ETSY INC | ETSY | 4,982,663 | $235.1M | 10.76% |
| 6 | MARRIOTT VACATIONS WDWIDE CORP | VAC | 3,061,847 | $196.7M | 9.00% |
| 7 | CHRLS RIVER LABS | 159864107 | 1,211,538 | $182.4M | 8.34% |
| 8 | CLARIVATE PLC | CLVT | 43,025,259 | $169.1M | 7.74% |
| 9 | SITEONE LANDSCAPE SUPPLY INC | SITE | 993,578 | $120.7M | 5.52% |
| 10 | WESTERN DIGITAL | WDC | 664,705 | $26.9M | 1.23% |