Impactive Capital LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Impactive Capital LP reported 10 stock positions worth $2.4 billion. Its top holding was Asbury Automotive (ABG) at 17.5% of the portfolio, followed by SLM (SLM, 17.4%) and Wex (WEX, 15.2%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 2 and reduced 4. The biggest buy was Charles River Laboratories (CRL, shares +219%) and the biggest sale an exit from Envestnet (ENV).

Most Recent 13F
Q2 2026
Location
NEW YORK CITY, NY
CIK
0001786767
Portfolio Value
$2.4B (Q4 2024)
SEC Filing
0001786767-25-000002 ↗ filed Feb 14, 2025

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $2.6B Q1 2024 Q2 2024: $2.6B Q2 2024 Q3 2024: $2.7B Q3 2024 Q4 2024: $2.4B $2.4B Q4 2024 Q1 2025: $2.2B Q1 2025 Q2 2025: $2.2B Q2 2025 Q3 2025: $2.1B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 10 stocks · $2.4B
ABG Asbury Automotive Group 17.52% 1,756,810 $427.0M Reduce -8.8%
SLM SLM Corp. 17.44% 15,407,300 $424.9M Reduce -12.5%
WEX Wex Inc. 15.23% 2,116,618 $371.1M Reduce -2.5%
VAC Marriott Vacations World 9.89% 2,683,862 $241.0M Reduce -10.5%
ETSY Etsy Inc. 9.54% 4,393,662 $232.4M No change
CRL Charles River Laboratories 9.11% 1,202,339 $222.0M Add +219.4%
CLVT Clarivate PLC 8.97% 43,025,259 $218.6M Add +8.6%
CNXC Concentrix Corp. 7.77% 4,375,125 $189.3M No change
SIRI Sirius XM Holdings Inc. 3.26% 3,487,601 $79.5M New
UHAL.B U-Haul Holding Co.-Non Voting 1.28% 487,044 $31.2M New

Portfolio Sells Q3 2024 → Q4 2024
ENV Envestnet Inc. Sold out 0.00% −9.73
SITE Siteone Landscape Supply Inc. Sold out 0.00% −2.56
WEX Wex Inc. Reduce -2.5% 15.23% −1.69
ABG Asbury Automotive Group Reduce -8.8% 17.52% +0.45
VAC Marriott Vacations World Reduce -10.5% 9.89% +1.71
SLM SLM Corp. Reduce -12.5% 17.44% +2.49

Portfolio Buys Q3 2024 → Q4 2024
CRL Charles River Laboratories Add +219.4% 9.11% +6.35
SIRI Sirius XM Holdings Inc. New 3.26% +3.26
UHAL.B U-Haul Holding Co.-Non Voting New 1.28% +1.28
CLVT Clarivate PLC Add +8.6% 8.97% −1.48

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$1.4BVAC, WEX, ABG, SLM, GTLB
Q1 2026 10$1.4BVAC, WEX, ABG, SLM, WMS
Q4 2025 8$1.6BWEX, ABG, VAC, WMS, SLM
Q3 2025 9$2.1BWEX, ABG, VAC, WMS, ETSY
Q2 2025 9$2.2BWEX, ABG, VAC, SLM, CNXC
Q1 2025 10$2.2BWEX, SLM, ABG, CNXC, ETSY
Q4 2024 10$2.4BABG, SLM, WEX, VAC, ETSY
Q3 2024 10$2.7BABG, WEX, SLM, CLVT, ENV
Q2 2024 10$2.6BABG, SLM, WEX, ENV, CNXC
Q1 2024 9$2.6BWEX, ABG, SLM, CLVT, CNXC