Impactive Capital as of June 30, 2025
Portfolio Holdings for Impactive Capital
Impactive Capital holds 9 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wright Express (WEX) | 15.9 | $352M | 2.4M | 146.89 | |
| Asbury Automotive (ABG) | 13.4 | $298M | 1.2M | 238.54 | |
| Marriott Vacations Wrldwde Cp (VAC) | 13.2 | $293M | 4.0M | 72.31 | |
| SLM Corporation (SLM) | 11.9 | $263M | 8.0M | 32.79 | |
| Concentrix Corp (CNXC) | 10.4 | $231M | 4.4M | 52.85 | |
| Western Digital (WDC) | 10.3 | $229M | 3.6M | 63.99 | |
| Advanced Drain Sys Inc Del (WMS) | 8.6 | $191M | 1.7M | 114.86 | |
| Clarivate Analytics Plc sn (CLVT) | 8.3 | $185M | 43M | 4.30 | |
| Etsy (ETSY) | 8.0 | $178M | 3.6M | 50.16 |
