Impactive Capital LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Impactive Capital LP reported 9 stock positions worth $2.6 billion. Its top holding was Wex (WEX) at 18.9% of the portfolio, followed by Asbury Automotive (ABG, 18.0%) and SLM (SLM, 16.2%). Compared with Q4 2023, it opened 1 new position and added to 4. The biggest buy was a new position in Marriott Vacations World (VAC).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK CITY, NY
- CIK
- 0001786767
- Portfolio Value
- $2.6B (Q1 2024)
- SEC Filing
- 0001786767-24-000007 ↗ filed May 15, 2024
Holdings Value
Holdings 9 stocks · $2.6B
| WEX Wex Inc. | 18.91% | 2,105,947 | $500.2M | No change |
| ABG Asbury Automotive Group | 17.98% | 2,017,402 | $475.7M | No change |
| SLM SLM Corp. | 16.22% | 19,697,400 | $429.2M | No change |
| CLVT Clarivate PLC | 10.64% | 37,887,185 | $281.5M | Add +0.3% |
| CNXC Concentrix Corp. | 9.63% | 3,846,370 | $254.7M | Add +13.0% |
| ENV Envestnet Inc. | 9.16% | 4,183,865 | $242.3M | Add +0.8% |
| CCK Crown Holdings Inc. | 8.85% | 2,955,488 | $234.3M | No change |
| VAC Marriott Vacations World | 4.67% | 1,147,429 | $123.6M | New |
| WD Walker & Dunlop Inc. | 3.95% | 1,034,093 | $104.5M | Add +242.0% |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $1.4B | VAC, WEX, ABG, SLM, GTLB |
| Q1 2026 | 10 | $1.4B | VAC, WEX, ABG, SLM, WMS |
| Q4 2025 | 8 | $1.6B | WEX, ABG, VAC, WMS, SLM |
| Q3 2025 | 9 | $2.1B | WEX, ABG, VAC, WMS, ETSY |
| Q2 2025 | 9 | $2.2B | WEX, ABG, VAC, SLM, CNXC |
| Q1 2025 | 10 | $2.2B | WEX, SLM, ABG, CNXC, ETSY |
| Q4 2024 | 10 | $2.4B | ABG, SLM, WEX, VAC, ETSY |
| Q3 2024 | 10 | $2.7B | ABG, WEX, SLM, CLVT, ENV |
| Q2 2024 | 10 | $2.6B | ABG, SLM, WEX, ENV, CNXC |
| Q1 2024 | 9 | $2.6B | WEX, ABG, SLM, CLVT, CNXC |