Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 9
- +1 vs. Q4 2023
- Portfolio value
- $2.65B
- +$210.4M (+8.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WDWalker & Dunlop, Inc. | COM | 1,034,093 | $104.5M | 3.9% | +731,714+242.0% | Added | History |
| VACMarriott Vacations Worldwide Corp | COM | 1,147,429 | $123.6M | 4.7% | +1,147,429 | New | History |
| CCKCrown Holdings, Inc. | COM | 2,955,488 | $234.3M | 8.9% | 00.0% | Unchanged | History |
| ENVEnvestnet, Inc. | COM | 4,183,865 | $242.3M | 9.2% | +32,832+0.8% | Added | History |
| CNXCConcentrix Corp | Stock | 3,846,370 | $254.7M | 9.6% | +443,045+13.0% | Added | History |
| CLVTClarivate PLC | ORD SHS | 37,887,185 | $281.5M | 10.6% | +109,247+0.3% | Added | History |
| SLMSLM Corp | COM | 19,697,400 | $429.2M | 16.2% | 00.0% | Unchanged | History |
| ABGAsbury Automotive Group Inc | COM | 2,017,402 | $475.7M | 18.0% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 2,105,947 | $500.2M | 18.9% | 00.0% | Unchanged | History |