Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 10
- +1 vs. Q3 2021
- Portfolio value
- $1.62B
- +$347.0M (+27.2%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Meridian Bioscience Inc589584101 | COM | 315,555 | $6.44M | 0.4% | +315,555 | New | – |
| CCKCrown Holdings, Inc. | COM | 1,098,291 | $121.5M | 7.5% | +180,194+19.6% | Added | History |
| FTDRFrontdoor, Inc. | COM | 3,455,250 | $126.6M | 7.8% | +1,211,757+54.0% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,561,261 | $140.0M | 8.6% | +256,151+19.6% | Added | History |
| ENVEnvestnet, Inc. | COM | 1,911,653 | $151.7M | 9.4% | +279,033+17.1% | Added | History |
| WEXWEX Inc. | COM | 1,098,827 | $154.3M | 9.5% | +380,659+53.0% | Added | History |
| AVIDAvid Technology, Inc. | COM | 6,881,793 | $224.1M | 13.8% | 00.0% | Unchanged | History |
| KBRKBR, Inc. | COM | 4,725,426 | $225.0M | 13.9% | +775,541+19.6% | Added | History |
| SLMSLM Corp | COM | 11,911,991 | $234.3M | 14.4% | +1,954,383+19.6% | Added | History |
| ABGAsbury Automotive Group Inc | COM | 1,375,769 | $237.6M | 14.7% | +359,710+35.4% | Added | History |