Impactive Capital as of Dec. 31, 2023
Portfolio Holdings for Impactive Capital
Impactive Capital holds 8 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asbury Automotive (ABG) | 18.6 | $454M | 2.0M | 224.97 | |
| Wright Express (WEX) | 16.8 | $410M | 2.1M | 194.55 | |
| SLM Corporation (SLM) | 15.5 | $377M | 20M | 19.12 | |
| Clarivate Analytics Plc sn (CLVT) | 14.4 | $350M | 38M | 9.26 | |
| Concentrix Corp (CNXC) | 13.7 | $334M | 3.4M | 98.21 | |
| Crown Holdings (CCK) | 11.2 | $272M | 3.0M | 92.09 | |
| Envestnet (ENV) | 8.4 | $206M | 4.2M | 49.52 | |
| Walker & Dunlop (WD) | 1.4 | $34M | 302k | 111.01 |
