Impactive Capital LP

Investment Portfolio & 13F Holdings Analysis

About

Impactive Capital LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 10 holdings worth $2.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: 0001786767
Manager Name: Impactive Capital LP

Data Enrichment

100% identified

10 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

10 positions • $2,185,352.813K total value

10 positions

Manager:

SEC FilingSEC DataHachi Filing

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WEX Inc.

WEX|96208T104

2409572(+13.8%)

Value:

$378.4B(+1.9%)

SLM Corp

SLM|78442P106

11044423(-28.3%)

Value:

$324.4B(-23.7%)

ASBURY AUTOMOTIVE GROUP INC

ABG|043436104

1396649(-20.5%)

Value:

$308.4B(-27.8%)

Concentrix Corp

CNXC|20602D101

4375125(+0.0%)

Value:

$243.4B(+28.6%)

ETSY INC

ETSY|29786A106

4982663(+13.4%)

Value:

$235.1B(+1.2%)

MARRIOTT VACATIONS WORLDWIDE Corp

VAC|57164Y107

3061847(+14.1%)

Value:

$196.7B(-18.4%)

CHARLES RIVER LABORATORIES INTERNATIONAL, INC.

CRL|159864107

1211538(+0.8%)

Value:

$182.4B(-17.8%)

CLARIVATE PLC

CLVT|G21810109

43025259(+0.0%)

Value:

$169.1B(-22.6%)

SiteOne Landscape Supply, Inc.

SITE|82982L103

993578

Value:

$120.7B

WESTERN DIGITAL CORP

WDC|958102105

664705

Value:

$26.9B

Instrument	Shares		Other Manager	Value
Wex Inc.(WEXcusip96208T104)	2.4M	QoQ +13.84% (+293.0K) YoY +14.41% (-303.6K)	All Managers (Combined)	$378.4M	QoQ +1.95% (+$7.3M) YoY -24.36% (-$121.9M)
Slm Corp(SLMcusip78442P106)	11.0M	QoQ -28.31% (-4.4M) YoY -43.92% (-8.7M)	All Managers (Combined)	$324.4M	QoQ -23.66% (-$100.6M) YoY -24.42% (-$104.8M)
Asbury Automotive Group Inc(ABGcusip043436104)	1.4M	QoQ -20.50% (-360.2K) YoY -30.76% (-620.8K)	All Managers (Combined)	$308.4M	QoQ -27.75% (-$118.5M) YoY -35.15% (-$167.2M)
Concentrix Corp(CNXCcusip20602D101)	4.4M	QoQ 0.00% (+0) YoY +13.74% (-528.8K)	All Managers (Combined)	$243.4M	QoQ +28.58% (+$54.1M) YoY -4.42% (-$11.3M)
Etsy Inc(ETSYcusip29786A106)	5.0M	QoQ +13.40% (+589.0K) YoY NEW(+5.0M)	All Managers (Combined)	$235.1M	QoQ +1.16% (+$2.7M) YoY NEW(+$235.1M)
Marriott Vacations Worldwide Corp(VACcusip57164Y107)	3.1M	QoQ +14.08% (-378.0K) YoY +166.84% (+1.9M)	All Managers (Combined)	$196.7M	QoQ -18.38% (-$44.3M) YoY +59.12% (+$73.1M)
Charles River Laboratories International, Inc.(CRLcusip159864107)	1.2M	QoQ +0.76% (-9.2K) YoY NEW(+1.2M)	All Managers (Combined)	$182.4M	QoQ -17.83% (-$39.6M) YoY NEW(+$182.4M)
Clarivate Plc(CLVTcusipG21810109)	43.0M	QoQ 0.00% (-0) YoY +13.56% (-5.1M)	All Managers (Combined)	$169.1M	QoQ -22.63% (-$49.5M) YoY -39.93% (-$112.4M)
Siteone Landscape Supply, Inc.(SITEcusip82982L103)	993.6K	QoQ NEW(+993.6K) YoY NEW(+993.6K)	All Managers (Combined)	$120.7M	QoQ NEW(+$120.7M) YoY NEW(+$120.7M)
Western Digital Corp(WDCcusip958102105)	664.7K	QoQ NEW(+664.7K) YoY NEW(+664.7K)	All Managers (Combined)	$26.9M	QoQ NEW(+$26.9M) YoY NEW(+$26.9M)