Investor Details
| Filer Name: | IMPACTIVE CAPITAL LP |
|---|---|
| CIK: | 1786767 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 10 |
| Portfolio Value: | $2.44B |
Impactive Capital Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| ABG | US | ASBURY AUTOMOTIVE GROUP | 1,756,810 | $427M | 17.52% | -8.8% | - |
| SLM | US | SLM CORP | 15,407,300 | $425M | 17.44% | -12.5% | - |
| WEX | US | WEX INC | 2,116,618 | $371M | 15.23% | -2.5% | - |
| VAC | US | MARRIOTT VACATIONS WORLD | 2,683,862 | $241M | 9.89% | -10.5% | - |
| ETSY | US | ETSY INC | 4,393,662 | $232M | 9.54% | - | - |
| CRL | US | CHARLES RIVER LABORATORIES | 1,202,339 | $222M | 9.11% | 219.4% | - |
| CLVT | US | CLARIVATE PLC | 43,025,259 | $219M | 8.97% | 8.6% | - |
| CNXC | US | CONCENTRIX CORP | 4,375,125 | $189M | 7.77% | - | - |
| SIRI | US | SIRIUS XM HOLDINGS INC | 3,487,601 | $80M | 3.26% | 100.0% | - |
| UHAL/B | US | U-HAUL HOLDING CO-NON VOTING | 487,044 | $31M | 1.28% | 100.0% | - |