Impactive Capital LP

Q1 2025 13F Holdings

  • Location
    new york city, NY
  • Num holdings

    10

  • Value ($000)

    $2,185,353

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001786767
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
WEX
WEX

WEX INC

COM
96208T104
$378.35 M
17 %

2,409,572

SLM
SLM

SLM CORP

COM
78442P106
$324.37 M
15 %

11,044,423

AWG
AWG

ASBURY AUTO GP

COM
043436104
$308.44 M
14 %

1,396,649

CNXC
CNXC

CONCENTRIX CORPORATION

COM
20602D101
$243.43 M
11 %

4,375,125

ETSY
ETSY

ETSY INC

COM
29786A106
$235.08 M
11 %

4,982,663

VAC
VAC

MARRIOTT VACATIONS WDWIDE CORP

COM
57164Y107
$196.69 M
9 %

3,061,847

CRL
CRL

CHRLS RIVER LABS

COM
159864107
$182.36 M
8 %

1,211,538

---

CLARIVATE PLC

COM
G21810109
$169.09 M
8 %

43,025,259

SITE
SITE

SITEONE LANDSCAPE SUPPLY INC

COM
82982L103
$120.66 M
6 %

993,578

WDC
WDC

WESTERN DIGITAL

COM
958102105
$26.87 M
1 %

664,705

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