Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 9
- 0 vs. Q3 2022
- Portfolio value
- $2.18B
- +$266.3M (+13.9%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABGAsbury Automotive Group Inc | COM | 2,202,898 | $394.9M | 18.1% | 00.0% | Unchanged | History |
| SLMSLM Corp | COM | 23,544,180 | $390.8M | 17.9% | +950,791+4.2% | Added | History |
| WEXWEX Inc. | COM | 2,239,663 | $366.5M | 16.8% | +82,677+3.8% | Added | History |
| CCKCrown Holdings, Inc. | COM | 3,287,488 | $270.3M | 12.4% | +132,762+4.2% | Added | History |
| ENVEnvestnet, Inc. | COM | 4,151,033 | $256.1M | 11.7% | +167,627+4.2% | Added | History |
| KBRKBR, Inc. | COM | 4,349,118 | $229.6M | 10.5% | 00.0% | Unchanged | History |
| AVIDAvid Technology, Inc. | COM | 7,131,793 | $189.6M | 8.7% | 00.0% | Unchanged | History |
| CNXCConcentrix Corp | Stock | 328,997 | $43.8M | 2.0% | +328,997 | New | History |
| CLVTClarivate PLC | ORD SHS | 5,114,242 | $42.7M | 2.0% | +5,114,242 | New | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.