Impactive Capital as of Sept. 30, 2022
Portfolio Holdings for Impactive Capital
Impactive Capital holds 9 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asbury Automotive (ABG) | 17.4 | $333M | 2.2M | 151.10 | |
| SLM Corporation (SLM) | 16.5 | $316M | 23M | 13.99 | |
| Wright Express (WEX) | 14.3 | $274M | 2.2M | 126.94 | |
| Crown Holdings (CCK) | 13.3 | $256M | 3.2M | 81.03 | |
| KBR (KBR) | 9.8 | $188M | 4.3M | 43.22 | |
| Envestnet (ENV) | 9.2 | $177M | 4.0M | 44.40 | |
| Avid Technology | 8.6 | $166M | 7.1M | 23.26 | |
| Wyndham Hotels And Resorts (WH) | 6.2 | $118M | 1.9M | 61.35 | |
| Meridian Bioscience | 4.7 | $91M | 2.9M | 31.53 |
