Impactive Capital as of Dec. 31, 2024
Portfolio Holdings for Impactive Capital
Impactive Capital holds 10 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asbury Automotive (ABG) | 17.5 | $427M | 1.8M | 243.03 | |
| SLM Corporation (SLM) | 17.4 | $425M | 15M | 27.58 | |
| Wright Express (WEX) | 15.2 | $371M | 2.1M | 175.32 | |
| Marriott Vacations Wrldwde Cp (VAC) | 9.9 | $241M | 2.7M | 89.80 | |
| Etsy (ETSY) | 9.5 | $232M | 4.4M | 52.89 | |
| Charles River Laboratories (CRL) | 9.1 | $222M | 1.2M | 184.60 | |
| Clarivate Analytics Plc sn (CLVT) | 9.0 | $219M | 43M | 5.08 | |
| Concentrix Corp (CNXC) | 7.8 | $189M | 4.4M | 43.27 | |
| Sirius XM Holdings (SIRI) | 3.3 | $80M | 3.5M | 22.80 | |
| U Haul Holding Company Ser N (UHAL.B) | 1.3 | $31M | 487k | 64.05 |
