Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 9
- 0 vs. Q4 2022
- Portfolio value
- $2.46B
- +$280.2M (+12.8%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABGAsbury Automotive Group Inc | COM | 2,050,635 | $430.6M | 17.5% | −152,263−6.9% | Reduced | History |
| WEXWEX Inc. | COM | 2,105,947 | $387.3M | 15.7% | −133,716−6.0% | Reduced | History |
| SLMSLM Corp | COM | 23,544,180 | $291.7M | 11.8% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 3,287,488 | $271.9M | 11.0% | 00.0% | Unchanged | History |
| ENVEnvestnet, Inc. | COM | 4,151,033 | $243.5M | 9.9% | 00.0% | Unchanged | History |
| KBRKBR, Inc. | COM | 4,349,118 | $239.4M | 9.7% | 00.0% | Unchanged | History |
| AVIDAvid Technology, Inc. | COM | 7,131,793 | $228.1M | 9.3% | 00.0% | Unchanged | History |
| CNXCConcentrix Corp | Stock | 1,651,039 | $200.7M | 8.1% | +1,322,042+401.8% | Added | History |
| CLVTClarivate PLC | ORD SHS | 18,240,586 | $171.3M | 6.9% | +13,126,344+256.7% | Added | History |