Impactive Capital as of March 31, 2024
Portfolio Holdings for Impactive Capital
Impactive Capital holds 9 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wright Express (WEX) | 18.9 | $500M | 2.1M | 237.53 | |
| Asbury Automotive (ABG) | 18.0 | $476M | 2.0M | 235.78 | |
| SLM Corporation (SLM) | 16.2 | $429M | 20M | 21.79 | |
| Clarivate Analytics Plc sn (CLVT) | 10.6 | $282M | 38M | 7.43 | |
| Concentrix Corp (CNXC) | 9.6 | $255M | 3.8M | 66.22 | |
| Envestnet (ENV) | 9.2 | $242M | 4.2M | 57.91 | |
| Crown Holdings (CCK) | 8.9 | $234M | 3.0M | 79.26 | |
| Marriott Vacations Wrldwde Cp (VAC) | 4.7 | $124M | 1.1M | 107.73 | |
| Walker & Dunlop (WD) | 3.9 | $105M | 1.0M | 101.06 |
