13F HOLDINGS REPORT
Impactive Capital LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001786767-25-000008
Total Value
$2.08B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WEX INC | WEX | 2,195,253 | $345.8M | 16.62% |
| 2 | ASBURY AUTO GP | ABG | 1,247,027 | $304.8M | 14.65% |
| 3 | MARRIOTT VACATIONS WDWIDE CORP | VAC | 4,045,984 | $269.3M | 12.95% |
| 4 | ADVANCED DRA SYS | 00790R104 | 1,663,999 | $230.8M | 11.10% |
| 5 | ETSY INC | ETSY | 3,242,874 | $215.3M | 10.35% |
| 6 | CONCENTRIX CORPORATION | CNXC | 4,375,125 | $201.9M | 9.71% |
| 7 | SLM CORP | SLMBP | 7,225,040 | $200.0M | 9.61% |
| 8 | CLARIVATE PLC | CLVT | 43,025,259 | $164.8M | 7.92% |
| 9 | RUSSELL 2000 INDEX ISHARES | 464287655 | 609,241 | $147.4M | 7.09% |