Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 10
- 0 vs. Q3 2024
- Portfolio value
- $2.44B
- −$255.6M (−9.5%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UHAL.BU-Haul Holding Co | COM SER N | 487,044 | $31.2M | 1.3% | +487,044 | New | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 3,487,601 | $79.5M | 3.3% | +3,487,601 | New | History |
| CNXCConcentrix Corp | Stock | 4,375,125 | $189.3M | 7.8% | 00.0% | Unchanged | History |
| CLVTClarivate PLC | ORD SHS | 43,025,259 | $218.6M | 9.0% | +3,400,357+8.6% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 1,202,339 | $222.0M | 9.1% | +825,951+219.4% | Added | History |
| ETSYEtsy Inc | COM | 4,393,662 | $232.4M | 9.5% | 00.0% | Unchanged | History |
| VACMarriott Vacations Worldwide Corp | COM | 2,683,862 | $241.0M | 9.9% | −313,855−10.5% | Reduced | History |
| WEXWEX Inc. | COM | 2,116,618 | $371.1M | 15.2% | −54,647−2.5% | Reduced | History |
| SLMSLM Corp | COM | 15,407,300 | $424.9M | 17.4% | −2,192,253−12.5% | Reduced | History |
| ABGAsbury Automotive Group Inc | COM | 1,756,810 | $427.0M | 17.5% | −170,000−8.8% | Reduced | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.