Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 10
- 0 vs. Q4 2021
- Portfolio value
- $2.28B
- +$656.6M (+40.5%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WEXWEX Inc. | COM | 1,954,733 | $348.8M | 15.3% | +855,906+77.9% | Added | History |
| KBRKBR, Inc. | COM | 5,788,944 | $316.8M | 13.9% | +1,063,518+22.5% | Added | History |
| SLMSLM Corp | COM | 17,090,563 | $313.8M | 13.8% | +5,178,572+43.5% | Added | History |
| ABGAsbury Automotive Group Inc | COM | 1,749,860 | $280.3M | 12.3% | +374,091+27.2% | Added | History |
| AVIDAvid Technology, Inc. | COM | 6,881,793 | $240.0M | 10.5% | 00.0% | Unchanged | History |
| ENVEnvestnet, Inc. | COM | 2,756,859 | $205.2M | 9.0% | +845,206+44.2% | Added | History |
| CCKCrown Holdings, Inc. | COM | 1,427,739 | $178.6M | 7.8% | +329,448+30.0% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,944,944 | $164.7M | 7.2% | +383,683+24.6% | Added | History |
| FTDRFrontdoor, Inc. | COM | 3,943,574 | $117.7M | 5.2% | +488,324+14.1% | Added | History |
| Meridian Bioscience Inc589584101 | COM | 4,321,969 | $112.2M | 4.9% | +4,006,414+1,269.6% | Added | – |