Impactive Capital LP

Q2 2025 13F Holdings

  • Location
    new york city, NY
  • Num holdings

    9

  • Value ($000)

    $2,219,183

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
WEX
WEX

WEX INC

COM
96208T104
$351.84M
16 %

2,395,253

AWG
AWG

ASBURY AUTO GP

COM
043436104
$297.47M
13 %

1,247,027

VAC
VAC

MARRIOTT VACATIONS WDWIDE CORP

COM
57164Y107
$292.57M
13 %

4,045,984

SLM
SLM

SLM CORP

COM
78442P106
$263.30M
12 %

8,029,790

CNXC
CNXC

CONCENTRIX CORPORATION

COM
20602D101
$231.25M
10 %

4,375,125

WDC
WDC

WESTERN DIGITAL

COM
958102105
$228.54M
10 %

3,571,435

WMS
WMS

ADVANCED DRA SYS

COM
00790R104
$191.13M
9 %

1,663,999

---

CLARIVATE PLC

COM
G21810109
$185.01M
8 %

43,025,259

ETSY
ETSY

ETSY INC

COM
29786A106
$178.10M
8 %

3,550,587

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