Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 8
- −1 vs. Q1 2023
- Portfolio value
- $2.36B
- −$103.6M (−4.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABGAsbury Automotive Group Inc | COM | 2,044,410 | $491.5M | 20.8% | −6,225−0.3% | Reduced | History |
| WEXWEX Inc. | COM | 2,105,947 | $383.4M | 16.2% | 00.0% | Unchanged | History |
| SLMSLM Corp | COM | 20,000,000 | $326.4M | 13.8% | −3,544,180−15.1% | Reduced | History |
| CLVTClarivate PLC | ORD SHS | 28,608,919 | $272.6M | 11.5% | +10,368,333+56.8% | Added | History |
| CCKCrown Holdings, Inc. | COM | 2,955,488 | $256.7M | 10.9% | −332,000−10.1% | Reduced | History |
| ENVEnvestnet, Inc. | COM | 4,151,033 | $246.4M | 10.4% | 00.0% | Unchanged | History |
| CNXCConcentrix Corp | Stock | 2,500,606 | $201.9M | 8.6% | +849,567+51.5% | Added | History |
| AVIDAvid Technology, Inc. | COM | 7,131,793 | $181.9M | 7.7% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.