Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 9
- −1 vs. Q1 2022
- Portfolio value
- $2.21B
- −$63.8M (−2.8%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABGAsbury Automotive Group Inc | COM | 2,199,881 | $372.5M | 16.8% | +450,021+25.7% | Added | History |
| WEXWEX Inc. | COM | 2,128,797 | $331.2M | 15.0% | +174,064+8.9% | Added | History |
| SLMSLM Corp | COM | 20,512,599 | $327.0M | 14.8% | +3,422,036+20.0% | Added | History |
| KBRKBR, Inc. | COM | 6,360,547 | $307.8M | 13.9% | +571,603+9.9% | Added | History |
| CCKCrown Holdings, Inc. | COM | 2,470,649 | $227.7M | 10.3% | +1,042,910+73.0% | Added | History |
| ENVEnvestnet, Inc. | COM | 3,923,085 | $207.0M | 9.3% | +1,166,226+42.3% | Added | History |
| AVIDAvid Technology, Inc. | COM | 7,131,793 | $185.1M | 8.4% | +250,000+3.6% | Added | History |
| Meridian Bioscience Inc589584101 | COM | 4,321,969 | $131.5M | 5.9% | 00.0% | Unchanged | – |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,896,368 | $124.6M | 5.6% | −48,576−2.5% | Reduced | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.