Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 9
- +1 vs. Q1 2021
- Portfolio value
- $1.21B
- +$397.3M (+49.2%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVIDAvid Technology, Inc. | COM | 6,881,793 | $269.4M | 22.4% | 00.0% | Unchanged | History |
| SLMSLM Corp | COM | 8,550,870 | $179.1M | 14.9% | +1,330,854+18.4% | Added | History |
| ABGAsbury Automotive Group Inc | COM | 971,193 | $166.4M | 13.8% | +177,426+22.4% | Added | History |
| KBRKBR, Inc. | COM | 3,393,507 | $129.5M | 10.7% | +736,627+27.7% | Added | History |
| ENVEnvestnet, Inc. | COM | 1,421,167 | $107.8M | 8.9% | +1,421,167 | New | History |
| WEXWEX Inc. | COM | 554,532 | $107.5M | 8.9% | +215,611+63.6% | Added | History |
| FTDRFrontdoor, Inc. | COM | 1,804,499 | $89.9M | 7.5% | +623,720+52.8% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,120,732 | $81.0M | 6.7% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 731,577 | $74.8M | 6.2% | +86,881+13.5% | Added | History |