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CIK: 0001786767
Total reported value
$1.4B
$1.4B
10 檔
106.3%
As reported in its official Q1 2025 Form 13F filing, Impactive Capital LP's tracked investment portfolio stood at $1.4B with 10 total positions.
In Q1 2025, Impactive Capital LP displayed an active expansion posture, initiating 7 new positions and adding to 3 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including WEX, SLM, ABG) accounted for 106.3% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WEX | Wex Inc | Stock-Tech | 17.31% | -1.76% | +13.84% | |
| 2 | SLM | Slm CORP | Stock-Financials | 14.84% | -2.32% | -28.32% | |
| 3 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 14.11% | -0.30% | -20.50% | |
| 4 | CNXC | Concentrix CORP | Stock-Tech | 11.14% | — | — | |
| 5 | ETSY | Etsy Inc | Stock-Consumer Disc | 10.76% | — | +13.41% | |
| 6 | VAC | Marriott Vacations World | Stock-Consumer Disc | 9.00% | +10.52% | +14.08% | |
| 7 | CRL | Charles River Laboratories | Stock-Healthcare | 8.34% | — | +0.77% | |
| 8 | CLVT | Clarivate Plc | Stock-Other | 7.74% | — | — | |
| 9 | SITE | Siteone Landscape Supply Inc | Stock-Industrials | 5.52% | — | — | |
| 10 | WDC | Western Digital CORP | Stock-Tech | 1.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WEX | Wex Inc | +8.4% | +13.84% | Add |
| 2 | ABG | Asbury Automotive Group | +0.3% | -20.50% | Add |
| 3 | SLM | Slm CORP | 0% | -28.32% | Add |
| 4 | AVBC | Avidia Bancorp, Inc. | — | EXIT | Sold out |
| 5 | CNXC | Concentrix CORP | — | NEW | New buy |
| 6 | ETSY | Etsy Inc | — | NEW | New buy |
| 7 | VAC | Marriott Vacations World | — | NEW | New buy |
| 8 | CRL | Charles River Laboratories | — | NEW | New buy |
| 9 | CLVT | Clarivate Plc | — | NEW | New buy |
| 10 | KBR | Kbr Inc | — | EXIT | Sold out |
| 11 | SITE | Siteone Landscape Supply Inc | — | NEW | New buy |
| 12 | ENVUSD | Envestnet Inc | — | EXIT | Sold out |
| 13 | FTDR | Frontdoor Inc | — | EXIT | Sold out |
| 14 | WH | Wyndham Hotels & Resorts Inc | — | EXIT | Sold out |
| 15 | CCK | Crown Holdings Inc | — | EXIT | Sold out |
| 16 | WDC | Western Digital CORP | — | NEW | New buy |
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 Q1 2025.
During Q1 2025, Impactive Capital LP's top holdings by market value included WEX (17.3%)、SLM (14.8%)、ABG (14.1%). The largest single position, WEX, represented 17.3% of total portfolio value.
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Top New Position Initiated
CNXC
市值: $243.4M
Top Position Liquidated / Trimmed
AVBC
前期市值: $269.4M
In Q1 2025, Impactive Capital LP made 16 total portfolio adjustments, initiating 7 new buys, adding to 3 positions, trimming 0 holdings, and fully liquidating 6 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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