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CIK: 0001786767
Total reported value
$1.4B
$1.4B
10 檔
121.0%
According to the latest 13F quarterly dataset, Impactive Capital LP managed an equity portfolio of $1.4B at the end of Q4 2024, spanning 10 distinct U.S. exchange-listed positions.
In Q4 2024, Impactive Capital LP adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 17.52% | -0.30% | -8.82% | |
| 2 | SLM | Slm CORP | Stock-Financials | 17.44% | -2.32% | -12.46% | |
| 3 | WEX | Wex Inc | Stock-Tech | 15.23% | -1.76% | -2.52% | |
| 4 | VAC | Marriott Vacations World | Stock-Consumer Disc | 9.89% | +10.52% | -10.47% | |
| 5 | ETSY | Etsy Inc | Stock-Consumer Disc | 9.54% | — | — | |
| 6 | CRL | Charles River Laboratories | Stock-Healthcare | 9.11% | — | +219.44% | |
| 7 | CLVT | Clarivate Plc | Stock-Other | 8.97% | — | +8.58% | |
| 8 | CNXC | Concentrix CORP | Stock-Tech | 7.77% | — | — | |
| 9 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 3.26% | — | — | |
| 10 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 1.28% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRL | Charles River Laboratories | +6.4% | +219.44% | Add |
| 2 | SIRI | Sirius Xm Holdings Inc | +3.3% | NEW | New buy |
| 3 | SLM | Slm CORP | +2.5% | -12.46% | Trim |
| 4 | VAC | Marriott Vacations World | +1.7% | -10.47% | Trim |
| 5 | UHAL-B | U-haul Holding Co-non Voting | +1.3% | NEW | New buy |
| 6 | ETSY | Etsy Inc | +0.5% | — | Unchanged |
| 7 | ABG | Asbury Automotive Group | +0.5% | -8.82% | Trim |
| 8 | CNXC | Concentrix CORP | -0.6% | — | Unchanged |
| 9 | CLVT | Clarivate Plc | -1.5% | +8.58% | Add |
| 10 | WEX | Wex Inc | -1.7% | -2.52% | Trim |
| 11 | SITE | Siteone Landscape Supply Inc | -2.6% | EXIT | Sold out |
| 12 | ENVUSD | Envestnet Inc | -9.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Impactive Capital LP reported a total U.S. public equity portfolio value of $1.4B across 10 disclosed positions in Q4 2024.
During Q4 2024, Impactive Capital LP's top holdings by market value included ABG (17.5%)、SLM (17.4%)、WEX (15.2%). The largest single position, ABG, represented 17.5% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ABG, SLM, WEX) accounted for 121.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
SIRI
市值: $79.5M
Top Position Liquidated / Trimmed
ENVUSD
前期市值: $262.0M
In Q4 2024, Impactive Capital LP made 10 total portfolio adjustments, initiating 2 new buys, adding to 2 positions, trimming 4 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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