Impactive Capital as of Sept. 30, 2024
Portfolio Holdings for Impactive Capital
Impactive Capital holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asbury Automotive (ABG) | 17.1 | $460M | 1.9M | 238.59 | |
| Wright Express (WEX) | 16.9 | $455M | 2.2M | 209.73 | |
| SLM Corporation (SLM) | 14.9 | $403M | 18M | 22.87 | |
| Clarivate Analytics Plc sn (CLVT) | 10.4 | $281M | 40M | 7.10 | |
| Envestnet (ENV) | 9.7 | $262M | 4.2M | 62.62 | |
| Etsy (ETSY) | 9.1 | $244M | 4.4M | 55.53 | |
| Concentrix Corp (CNXC) | 8.3 | $224M | 4.4M | 51.25 | |
| Marriott Vacations Wrldwde Cp (VAC) | 8.2 | $220M | 3.0M | 73.48 | |
| Charles River Laboratories (CRL) | 2.8 | $74M | 376k | 196.97 | |
| Siteone Landscape Supply (SITE) | 2.6 | $69M | 457k | 150.91 |
