Impactive Capital as of Sept. 30, 2021
Portfolio Holdings for Impactive Capital
Impactive Capital holds 9 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asbury Automotive (ABG) | 15.7 | $200M | 1.0M | 196.74 | |
| Avid Technology | 15.6 | $199M | 6.9M | 28.92 | |
| SLM Corporation (SLM) | 13.8 | $175M | 10M | 17.60 | |
| KBR (KBR) | 12.2 | $156M | 3.9M | 39.40 | |
| Envestnet (ENV) | 10.3 | $131M | 1.6M | 80.24 | |
| Wright Express (WEX) | 9.9 | $127M | 718k | 176.14 | |
| Wyndham Hotels And Resorts (WH) | 7.9 | $101M | 1.3M | 77.19 | |
| Frontdoor (FTDR) | 7.4 | $94M | 2.2M | 41.90 | |
| Crown Holdings (CCK) | 7.3 | $93M | 918k | 100.78 |
