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  Name: Impactive Capital LP
  City: NEW YORK CITY
  State: NY
  Zip: 10019
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $2,185,353,000
  Total Value Change : $-251,559,000
  Securities Held Change : 0
   
All Securities Held : 10
  New Positions : 1
  Closed Positions : 2
  Increased Positions : 5
  Unchanged Positions : 2
  Decreased Positions : 2

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Holdings Found : 12     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (WEX)1 Year Chart         WEX Wex Inc 1 - $150.59 $378,351,000 2,409,572 17.31% 7,266,000 292,954 5.377    Information & Deliver...
   (SLM)1 Year Chart         SLM SLM Corp 2 - $33.36 $324,375,000 11,044,423 14.84% -100,558,000 -4,362,877 2.943    Credit Services
   (ABG)1 Year Chart         ABG Asbury Automotive Group Inc 3 - $248.92 $308,436,000 1,396,649 14.11% -118,522,000 -360,161 5.563    Auto Dealerships
   (CNXC)1 Year Chart         CNXC Concentrix Corp 4 - $56.23 $243,432,000 4,375,125 11.14% 54,120,000 0 6.598    N/A
   (ETSY)1 Year Chart         ETSY Etsy Inc 5 - $51.36 $235,082,000 4,982,663 10.76% 2,701,000 589,001 3.935    N/A
   (VAC)1 Year Chart         VAC Marriott Vacations Worldwid... 6 - $76.23 $196,693,000 3,061,847 9% -44,318,000 377,985 7.457    Gambling/Resorts
   (CRL)1 Year Chart         CRL Charles River Laboratories ... 7 - $154.40 $182,361,000 1,211,538 8.34% -39,591,000 9,199 2.263    Biotechnology
   (CLVT)1 Year Chart         CLVT Clarivate Analytics PLC 8 - $4.51 $169,089,000 43,025,259 7.74% -49,479,000 0 5.942    N/A
   (SITE)1 Year Chart         SITE SiteOne Landscape Supply Inc 9 - $126.27 $120,660,000 993,578 5.52% 120,660,000 993,578 1.983    N/A
   (WDC)1 Year Chart         WDC Western Digital Corp 10 New $63.84 $26,874,000 664,705 1.23% 26,874,000 664,705 0.194    Data Storage Devices
   (UHAL.B)1 Year Chart         UHAL.B U Haul Holding Company 12 Closed $55.66 $0 0 0% -31,195,000 -487,044 0    N/A
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 11 Closed $23.63 $0 0 0% -79,517,000 -3,487,601 0    Broadcasting - Radio

      12 Records Found
  1    
Page 1 of 1
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