Impactive-Capital-Lp

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
10
Total Value
2185352813
Accession Number
0001786767-25-000003
Form Type
13F-HR
Manager Name
Impactive-Capital-Lp
Data Enrichment
100% identified
10 identified0 unidentified

Holdings

10 positions • $2.2B total value
Manager:
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WEX Inc.
Shares:2.4M
Value:$378.4M
% of Portfolio:17.3% ($378.4M/$2.2B)
SLM Corp
Shares:11.0M
Value:$324.4M
% of Portfolio:14.8% ($324.4M/$2.2B)
ASBURY AUTOMOTIVE GROUP INC
Shares:1.4M
Value:$308.4M
% of Portfolio:14.1% ($308.4M/$2.2B)
Concentrix Corp
Shares:4.4M
Value:$243.4M
% of Portfolio:11.1% ($243.4M/$2.2B)
ETSY INC
Shares:5.0M
Value:$235.1M
% of Portfolio:10.8% ($235.1M/$2.2B)
MARRIOTT VACATIONS WORLDWIDE Corp
Shares:3.1M
Value:$196.7M
% of Portfolio:9.0% ($196.7M/$2.2B)
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
Shares:1.2M
Value:$182.4M
% of Portfolio:8.3% ($182.4M/$2.2B)
CLARIVATE PLC
Shares:43.0M
Value:$169.1M
% of Portfolio:7.7% ($169.1M/$2.2B)
SiteOne Landscape Supply, Inc.
Shares:993.6K
Value:$120.7M
% of Portfolio:5.5% ($120.7M/$2.2B)
WESTERN DIGITAL CORP
Shares:664.7K
Value:$26.9M
% of Portfolio:1.2% ($26.9M/$2.2B)