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Impactive Capital LP

SEC CIK
0001786767
Latest filing
Aug 14, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
9
0 vs. Q2 2022
Portfolio value
$1.92B
−$296.3M (−13.4%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Impactive Capital LP in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
ABGAsbury Automotive Group IncCOM2,202,898$332.9M17.4%+3,017+0.1%AddedHistory
SLMSLM CorpCOM22,593,389$316.1M16.5%+2,080,790+10.1%AddedHistory
WEXWEX Inc.COM2,156,986$273.8M14.3%+28,189+1.3%AddedHistory
CCKCrown Holdings, Inc.COM3,154,726$255.6M13.3%+684,077+27.7%AddedHistory
KBRKBR, Inc.COM4,349,118$188.0M9.8%−2,011,429−31.6%ReducedHistory
ENVEnvestnet, Inc.COM3,983,406$176.9M9.2%+60,321+1.5%AddedHistory
AVIDAvid Technology, Inc.COM7,131,793$165.9M8.6%00.0%UnchangedHistory
WHWyndham Hotels & Resorts, Inc.COM1,923,973$118.0M6.2%+27,605+1.5%AddedHistory
Meridian Bioscience Inc589584101COM2,884,490$90.9M4.7%−1,437,479−33.3%Reduced–