Impactive Capital as of June 30, 2024
Portfolio Holdings for Impactive Capital
Impactive Capital holds 10 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asbury Automotive (ABG) | 17.9 | $460M | 2.0M | 227.87 | |
| SLM Corporation (SLM) | 15.9 | $410M | 20M | 20.79 | |
| Wright Express (WEX) | 13.6 | $351M | 2.0M | 177.14 | |
| Envestnet (ENV) | 10.2 | $262M | 4.2M | 62.59 | |
| Concentrix Corp (CNXC) | 9.5 | $243M | 3.8M | 63.28 | |
| Clarivate Analytics Plc sn (CLVT) | 9.3 | $239M | 42M | 5.69 | |
| Marriott Vacations Wrldwde Cp (VAC) | 8.8 | $227M | 2.6M | 87.32 | |
| Crown Holdings (CCK) | 8.5 | $220M | 3.0M | 74.39 | |
| Walker & Dunlop (WD) | 5.5 | $142M | 1.5M | 98.20 | |
| Etsy (ETSY) | 0.8 | $21M | 351k | 58.98 |
