Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 8
- 0 vs. Q2 2023
- Portfolio value
- $2.24B
- −$120.3M (−5.1%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABGAsbury Automotive Group Inc | COM | 1,987,910 | $457.4M | 20.4% | −56,500−2.8% | Reduced | History |
| WEXWEX Inc. | COM | 2,105,947 | $396.1M | 17.7% | 00.0% | Unchanged | History |
| SLMSLM Corp | COM | 19,697,400 | $268.3M | 12.0% | −302,600−1.5% | Reduced | History |
| CCKCrown Holdings, Inc. | COM | 2,955,488 | $261.5M | 11.7% | 00.0% | Unchanged | History |
| CNXCConcentrix Corp | Stock | 3,255,172 | $260.8M | 11.6% | +754,566+30.2% | Added | History |
| CLVTClarivate PLC | ORD SHS | 33,108,919 | $222.2M | 9.9% | +4,500,000+15.7% | Added | History |
| AVIDAvid Technology, Inc. | COM | 7,131,793 | $191.6M | 8.6% | 00.0% | Unchanged | History |
| ENVEnvestnet, Inc. | COM | 4,151,033 | $182.8M | 8.2% | 00.0% | Unchanged | History |