Impactive Capital as of Dec. 31, 2021
Portfolio Holdings for Impactive Capital
Impactive Capital holds 10 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asbury Automotive (ABG) | 14.7 | $238M | 1.4M | 172.73 | |
| SLM Corporation (SLM) | 14.4 | $234M | 12M | 19.67 | |
| KBR (KBR) | 13.9 | $225M | 4.7M | 47.62 | |
| Avid Technology | 13.8 | $224M | 6.9M | 32.57 | |
| Wright Express (WEX) | 9.5 | $154M | 1.1M | 140.39 | |
| Envestnet (ENV) | 9.4 | $152M | 1.9M | 79.34 | |
| Wyndham Hotels And Resorts (WH) | 8.6 | $140M | 1.6M | 89.65 | |
| Frontdoor (FTDR) | 7.8 | $127M | 3.5M | 36.65 | |
| Crown Holdings (CCK) | 7.5 | $122M | 1.1M | 110.62 | |
| Meridian Bioscience | 0.4 | $6.4M | 316k | 20.40 |
