13F HOLDINGS REPORT
Impactive Capital LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001786767-25-000005
Total Value
$2.22B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WEX INC | WEX | 2,395,253 | $351.8M | 15.85% |
| 2 | ASBURY AUTO GP | ABG | 1,247,027 | $297.5M | 13.40% |
| 3 | MARRIOTT VACATIONS WDWIDE CORP | VAC | 4,045,984 | $292.6M | 13.18% |
| 4 | SLM CORP | SLMBP | 8,029,790 | $263.3M | 11.86% |
| 5 | CONCENTRIX CORPORATION | CNXC | 4,375,125 | $231.2M | 10.42% |
| 6 | WESTERN DIGITAL | WDC | 3,571,435 | $228.5M | 10.30% |
| 7 | ADVANCED DRA SYS | 00790R104 | 1,663,999 | $191.1M | 8.61% |
| 8 | CLARIVATE PLC | CLVT | 43,025,259 | $185.0M | 8.34% |
| 9 | ETSY INC | ETSY | 3,550,587 | $178.1M | 8.03% |