Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 9
- −1 vs. Q1 2025
- Portfolio value
- $2.22B
- +$33.8M (+1.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ETSYEtsy Inc | COM | 3,550,587 | $178.1M | 8.0% | −1,432,076−28.7% | Reduced | History |
| CLVTClarivate PLC | ORD SHS | 43,025,259 | $185.0M | 8.3% | 00.0% | Unchanged | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 1,663,999 | $191.1M | 8.6% | +1,663,999 | New | History |
| WDCWestern Digital Corp | COM | 3,571,435 | $228.5M | 10.3% | +2,906,730+437.3% | Added | History |
| CNXCConcentrix Corp | Stock | 4,375,125 | $231.2M | 10.4% | 00.0% | Unchanged | History |
| SLMSLM Corp | COM | 8,029,790 | $263.3M | 11.9% | −3,014,633−27.3% | Reduced | History |
| VACMarriott Vacations Worldwide Corp | COM | 4,045,984 | $292.6M | 13.2% | +984,137+32.1% | Added | History |
| ABGAsbury Automotive Group Inc | COM | 1,247,027 | $297.5M | 13.4% | −149,622−10.7% | Reduced | History |
| WEXWEX Inc. | COM | 2,395,253 | $351.8M | 15.9% | −14,319−0.6% | Reduced | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.