Impactive Capital as of Dec. 31, 2022
Portfolio Holdings for Impactive Capital
Impactive Capital holds 9 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asbury Automotive (ABG) | 18.1 | $395M | 2.2M | 179.25 | |
| SLM Corporation (SLM) | 17.9 | $391M | 24M | 16.60 | |
| Wright Express (WEX) | 16.8 | $367M | 2.2M | 163.65 | |
| Crown Holdings (CCK) | 12.4 | $270M | 3.3M | 82.21 | |
| Envestnet (ENV) | 11.7 | $256M | 4.2M | 61.70 | |
| KBR (KBR) | 10.5 | $230M | 4.3M | 52.80 | |
| Avid Technology | 8.7 | $190M | 7.1M | 26.59 | |
| Concentrix Corp (CNXC) | 2.0 | $44M | 329k | 133.16 | |
| Clarivate Analytics Plc sn (CLVT) | 2.0 | $43M | 5.1M | 8.34 |
