Impactive Capital as of Sept. 30, 2023
Portfolio Holdings for Impactive Capital
Impactive Capital holds 8 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asbury Automotive (ABG) | 20.4 | $457M | 2.0M | 230.07 | |
| Wright Express (WEX) | 17.7 | $396M | 2.1M | 188.09 | |
| SLM Corporation (SLM) | 12.0 | $268M | 20M | 13.62 | |
| Crown Holdings (CCK) | 11.7 | $262M | 3.0M | 88.48 | |
| Concentrix Corp (CNXC) | 11.6 | $261M | 3.3M | 80.11 | |
| Clarivate Analytics Plc sn (CLVT) | 9.9 | $222M | 33M | 6.71 | |
| Avid Technology | 8.6 | $192M | 7.1M | 26.87 | |
| Envestnet (ENV) | 8.2 | $183M | 4.2M | 44.03 |
