Impactive Capital as of June 30, 2023
Portfolio Holdings for Impactive Capital
Impactive Capital holds 8 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asbury Automotive (ABG) | 20.8 | $492M | 2.0M | 240.42 | |
| Wright Express (WEX) | 16.2 | $383M | 2.1M | 182.07 | |
| SLM Corporation (SLM) | 13.8 | $326M | 20M | 16.32 | |
| Clarivate Analytics Plc sn (CLVT) | 11.5 | $273M | 29M | 9.53 | |
| Crown Holdings (CCK) | 10.9 | $257M | 3.0M | 86.87 | |
| Envestnet (ENV) | 10.4 | $246M | 4.2M | 59.35 | |
| Concentrix Corp (CNXC) | 8.6 | $202M | 2.5M | 80.75 | |
| Avid Technology | 7.7 | $182M | 7.1M | 25.50 |
