Impactive Capital LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Impactive Capital LP reported 10 stock positions worth $2.6 billion. Its top holding was Asbury Automotive (ABG) at 17.9% of the portfolio, followed by SLM (SLM, 15.9%) and Wex (WEX, 13.6%). Compared with Q1 2024, it opened 1 new position, added to 3 and reduced 3. The biggest buy was Marriott Vacations World (VAC, shares +127%) and the biggest sale Wex (WEX, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK CITY, NY
- CIK
- 0001786767
- Portfolio Value
- $2.6B (Q2 2024)
- SEC Filing
- 0001786767-24-000018 ↗ filed Aug 14, 2024
Holdings Value
Holdings 10 stocks · $2.6B
| ABG Asbury Automotive Group | 17.86% | 2,017,002 | $459.6M | Reduce -0.0% |
| SLM SLM Corp. | 15.91% | 19,697,400 | $409.5M | No change |
| WEX Wex Inc. | 13.62% | 1,978,704 | $350.5M | Reduce -6.0% |
| ENV Envestnet Inc. | 10.17% | 4,183,865 | $261.9M | No change |
| CNXC Concentrix Corp. | 9.46% | 3,846,370 | $243.4M | No change |
| CLVT Clarivate PLC | 9.29% | 42,012,185 | $239.0M | Add +10.9% |
| VAC Marriott Vacations World | 8.83% | 2,602,411 | $227.2M | Add +126.8% |
| CCK Crown Holdings Inc. | 8.53% | 2,950,686 | $219.5M | Reduce -0.2% |
| WD Walker & Dunlop Inc. | 5.53% | 1,450,348 | $142.4M | Add +40.3% |
| ETSY Etsy Inc. | 0.80% | 351,137 | $20.7M | New |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 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 |