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Impactive Capital LP

SEC CIK
0001786767
Latest filing
Aug 14, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
9
0 vs. Q2 2021
Portfolio value
$1.27B
+$69.2M (+5.7%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Impactive Capital LP in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ABGAsbury Automotive Group IncCOM1,016,059$199.9M15.7%+44,866+4.6%AddedHistory
AVIDAvid Technology, Inc.COM6,881,793$199.0M15.6%00.0%UnchangedHistory
SLMSLM CorpCOM9,957,608$175.3M13.8%+1,406,738+16.5%AddedHistory
KBRKBR, Inc.COM3,949,885$155.6M12.2%+556,378+16.4%AddedHistory
ENVEnvestnet, Inc.COM1,632,620$131.0M10.3%+211,453+14.9%AddedHistory
WEXWEX Inc.COM718,168$126.5M9.9%+163,636+29.5%AddedHistory
WHWyndham Hotels & Resorts, Inc.COM1,305,110$100.7M7.9%+184,378+16.5%AddedHistory
FTDRFrontdoor, Inc.COM2,243,493$94.0M7.4%+438,994+24.3%AddedHistory
CCKCrown Holdings, Inc.COM918,097$92.5M7.3%+186,520+25.5%AddedHistory