Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 8
- 0 vs. Q3 2023
- Portfolio value
- $2.44B
- +$195.0M (+8.7%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABGAsbury Automotive Group Inc | COM | 2,017,402 | $453.9M | 18.6% | +29,492+1.5% | Added | History |
| WEXWEX Inc. | COM | 2,105,947 | $409.7M | 16.8% | 00.0% | Unchanged | History |
| SLMSLM Corp | COM | 19,697,400 | $376.6M | 15.5% | 00.0% | Unchanged | History |
| CLVTClarivate PLC | ORD SHS | 37,777,938 | $349.8M | 14.4% | +4,669,019+14.1% | Added | History |
| CNXCConcentrix Corp | Stock | 3,403,325 | $334.2M | 13.7% | +148,153+4.6% | Added | History |
| CCKCrown Holdings, Inc. | COM | 2,955,488 | $272.2M | 11.2% | 00.0% | Unchanged | History |
| ENVEnvestnet, Inc. | COM | 4,151,033 | $205.6M | 8.4% | 00.0% | Unchanged | History |
| WDWalker & Dunlop, Inc. | COM | 302,379 | $33.6M | 1.4% | +302,379 | New | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.