Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 10
- 0 vs. Q2 2024
- Portfolio value
- $2.69B
- +$118.7M (+4.6%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SITESiteOne Landscape Supply, Inc. | COM | 457,161 | $69.0M | 2.6% | +457,161 | New | History |
| CRLCharles River Laboratories International, Inc. | COM | 376,388 | $74.1M | 2.8% | +376,388 | New | History |
| VACMarriott Vacations Worldwide Corp | COM | 2,997,717 | $220.3M | 8.2% | +395,306+15.2% | Added | History |
| CNXCConcentrix Corp | Stock | 4,375,125 | $224.2M | 8.3% | +528,755+13.7% | Added | History |
| ETSYEtsy Inc | COM | 4,393,662 | $244.0M | 9.1% | +4,042,525+1,151.3% | Added | History |
| ENVEnvestnet, Inc. | COM | 4,183,865 | $262.0M | 9.7% | 00.0% | Unchanged | History |
| CLVTClarivate PLC | ORD SHS | 39,624,902 | $281.3M | 10.4% | −2,387,283−5.7% | Reduced | History |
| SLMSLM Corp | COM | 17,599,553 | $402.5M | 14.9% | −2,097,847−10.7% | Reduced | History |
| WEXWEX Inc. | COM | 2,171,265 | $455.4M | 16.9% | +192,561+9.7% | Added | History |
| ABGAsbury Automotive Group Inc | COM | 1,926,810 | $459.7M | 17.1% | −90,192−4.5% | Reduced | History |
Sold out since Q2 2024 (2)
Positions held at the end of Q2 2024 that are gone from this filing.