Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 10
- +1 vs. Q1 2024
- Portfolio value
- $2.57B
- −$72.1M (−2.7%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ETSYEtsy Inc | COM | 351,137 | $20.7M | 0.8% | +351,137 | New | History |
| WDWalker & Dunlop, Inc. | COM | 1,450,348 | $142.4M | 5.5% | +416,255+40.3% | Added | History |
| CCKCrown Holdings, Inc. | COM | 2,950,686 | $219.5M | 8.5% | −4,802−0.2% | Reduced | History |
| VACMarriott Vacations Worldwide Corp | COM | 2,602,411 | $227.2M | 8.8% | +1,454,982+126.8% | Added | History |
| CLVTClarivate PLC | ORD SHS | 42,012,185 | $239.0M | 9.3% | +4,125,000+10.9% | Added | History |
| CNXCConcentrix Corp | Stock | 3,846,370 | $243.4M | 9.5% | 00.0% | Unchanged | History |
| ENVEnvestnet, Inc. | COM | 4,183,865 | $261.9M | 10.2% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 1,978,704 | $350.5M | 13.6% | −127,243−6.0% | Reduced | History |
| SLMSLM Corp | COM | 19,697,400 | $409.5M | 15.9% | 00.0% | Unchanged | History |
| ABGAsbury Automotive Group Inc | COM | 2,017,002 | $459.6M | 17.9% | −4000.0% | Reduced | History |