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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.

Institution overview
Positions
9
0 vs. Q4 2022
Portfolio value
$2.46B
+$280.2M (+12.8%) vs. Q4 2022
Filed
May 15, 2023
SEC
Holdings of Impactive Capital LP in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
CLVTClarivate PLCORD SHS18,240,586$171.3M6.9%+13,126,344+256.7%AddedHistory
CNXCConcentrix CorpStock1,651,039$200.7M8.1%+1,322,042+401.8%AddedHistory
AVIDAvid Technology, Inc.COM7,131,793$228.1M9.3%00.0%UnchangedHistory
KBRKBR, Inc.COM4,349,118$239.4M9.7%00.0%UnchangedHistory
ENVEnvestnet, Inc.COM4,151,033$243.5M9.9%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM3,287,488$271.9M11.0%00.0%UnchangedHistory
SLMSLM CorpCOM23,544,180$291.7M11.8%00.0%UnchangedHistory
WEXWEX Inc.COM2,105,947$387.3M15.7%−133,716−6.0%ReducedHistory
ABGAsbury Automotive Group IncCOM2,050,635$430.6M17.5%−152,263−6.9%ReducedHistory