Impactive Capital LP
- SEC CIK
- 0001786767
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 9
- 0 vs. Q2 2025
- Portfolio value
- $2.08B
- −$139.0M (−6.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WEXWEX Inc. | COM | 2,195,253 | $345.8M | 16.6% | −200,000−8.3% | Reduced | History |
| ABGAsbury Automotive Group Inc | COM | 1,247,027 | $304.8M | 14.7% | 00.0% | Unchanged | History |
| VACMarriott Vacations Worldwide Corp | COM | 4,045,984 | $269.3M | 12.9% | 00.0% | Unchanged | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 1,663,999 | $230.8M | 11.1% | 00.0% | Unchanged | History |
| ETSYEtsy Inc | COM | 3,242,874 | $215.3M | 10.3% | −307,713−8.7% | Reduced | History |
| CNXCConcentrix Corp | Stock | 4,375,125 | $201.9M | 9.7% | 00.0% | Unchanged | History |
| SLMSLM Corp | COM | 7,225,040 | $200.0M | 9.6% | −804,750−10.0% | Reduced | History |
| CLVTClarivate PLC | ORD SHS | 43,025,259 | $164.8M | 7.9% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 609,241 | $147.4M | 7.1% | +609,241 | New | – |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.