Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 10
- 0 vs. Q4 2024
- Portfolio value
- $2.19B
- −$251.6M (−10.3%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WEXWEX Inc. | COM | 2,409,572 | $378.4M | 17.3% | +292,954+13.8% | Added | History |
| SLMSLM Corp | COM | 11,044,423 | $324.4M | 14.8% | −4,362,877−28.3% | Reduced | History |
| ABGAsbury Automotive Group Inc | COM | 1,396,649 | $308.4M | 14.1% | −360,161−20.5% | Reduced | History |
| CNXCConcentrix Corp | Stock | 4,375,125 | $243.4M | 11.1% | 00.0% | Unchanged | History |
| ETSYEtsy Inc | COM | 4,982,663 | $235.1M | 10.8% | +589,001+13.4% | Added | History |
| VACMarriott Vacations Worldwide Corp | COM | 3,061,847 | $196.7M | 9.0% | +377,985+14.1% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 1,211,538 | $182.4M | 8.3% | +9,199+0.8% | Added | History |
| CLVTClarivate PLC | ORD SHS | 43,025,259 | $169.1M | 7.7% | 00.0% | Unchanged | History |
| SITESiteOne Landscape Supply, Inc. | COM | 993,578 | $120.7M | 5.5% | +993,578 | New | History |
| WDCWestern Digital Corp | COM | 664,705 | $26.9M | 1.2% | +664,705 | New | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.