Impactive Capital LP 13F Holdings
CIK 0001786767 · NEW YORK CITY, NY
As of Sep 30, 2025, Impactive Capital LP reported 9 positions worth $2.1B in its SEC Form 13F filing.
Top 9 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WEX INC | WEX | Technology | 2,195,253 | $345.8M | 16.62% |
| ASBURY AUTOMOTIVE GROUP INC | ABG | Consumer Cyclical | 1,247,027 | $304.8M | 14.65% |
| MARRIOTT VACATIONS WORLDWIDE CORP | VAC | Consumer Cyclical | 4,045,984 | $269.3M | 12.95% |
| ADVANCED DRAINAGE SYSTEMS INC | WMS | Basic Materials | 1,663,999 | $230.8M | 11.10% |
| ETSY INC | ETSY | Consumer Cyclical | 3,242,874 | $215.3M | 10.35% |
| CONCENTRIX CORP | CNXC | Technology | 4,375,125 | $201.9M | 9.71% |
| SLM CORP | SLM | Financial Services | 7,225,040 | $200.0M | 9.61% |
| CLARIVATE PLC | CLVT | Technology | 43,025,259 |