Impactive Capital as of March 31, 2022
Portfolio Holdings for Impactive Capital
Impactive Capital holds 10 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wright Express (WEX) | 15.3 | $349M | 2.0M | 178.45 | |
| KBR (KBR) | 13.9 | $317M | 5.8M | 54.73 | |
| SLM Corporation (SLM) | 13.8 | $314M | 17M | 18.36 | |
| Asbury Automotive (ABG) | 12.3 | $280M | 1.7M | 160.20 | |
| Avid Technology | 10.5 | $240M | 6.9M | 34.87 | |
| Envestnet (ENV) | 9.0 | $205M | 2.8M | 74.44 | |
| Crown Holdings (CCK) | 7.8 | $179M | 1.4M | 125.09 | |
| Wyndham Hotels And Resorts (WH) | 7.2 | $165M | 1.9M | 84.69 | |
| Frontdoor (FTDR) | 5.2 | $118M | 3.9M | 29.85 | |
| Meridian Bioscience | 4.9 | $112M | 4.3M | 25.96 |
