Impactive Capital as of March 31, 2025
Portfolio Holdings for Impactive Capital
Impactive Capital holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wright Express (WEX) | 17.3 | $378M | 2.4M | 157.02 | |
| SLM Corporation (SLM) | 14.8 | $324M | 11M | 29.37 | |
| Asbury Automotive (ABG) | 14.1 | $308M | 1.4M | 220.84 | |
| Concentrix Corp (CNXC) | 11.1 | $243M | 4.4M | 55.64 | |
| Etsy (ETSY) | 10.8 | $235M | 5.0M | 47.18 | |
| Marriott Vacations Wrldwde Cp (VAC) | 9.0 | $197M | 3.1M | 64.24 | |
| Charles River Laboratories (CRL) | 8.3 | $182M | 1.2M | 150.52 | |
| Clarivate Analytics Plc sn (CLVT) | 7.7 | $169M | 43M | 3.93 | |
| Siteone Landscape Supply (SITE) | 5.5 | $121M | 994k | 121.44 | |
| Western Digital (WDC) | 1.2 | $27M | 665k | 40.43 |
