Impactive Capital as of Sept. 30, 2025
Portfolio Holdings for Impactive Capital
Impactive Capital holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wright Express (WEX) | 16.6 | $346M | 2.2M | 157.53 | |
| Asbury Automotive (ABG) | 14.7 | $305M | 1.2M | 244.45 | |
| Marriott Vacations Wrldwde Cp (VAC) | 12.9 | $269M | 4.0M | 66.56 | |
| Advanced Drain Sys Inc Del (WMS) | 11.1 | $231M | 1.7M | 138.70 | |
| Etsy (ETSY) | 10.3 | $215M | 3.2M | 66.39 | |
| Concentrix Corp (CNXC) | 9.7 | $202M | 4.4M | 46.15 | |
| SLM Corporation (SLM) | 9.6 | $200M | 7.2M | 27.68 | |
| Clarivate Analytics Plc sn (CLVT) | 7.9 | $165M | 43M | 3.83 | |
| iShares Russell 2000 Index (IWM) | 7.1 | $147M | 609k | 241.96 |
