Impactive Capital LP Portfolio Holdings

Impactive Capital LP

  • $2.22 Billion
  • Q2 2025

Impactive Capital LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.22 Billion distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wex Inc. with a value of $352M, Asbury Automotive Group Inc with a value of $297M, Marriott Vacations Worldwide Corp with a value of $293M, Slm Corp with a value of $263M, and Concentrix Corp with a value of $231M.

Examining the 13F form we can see an increase of $33.8M in the current position value, from $2.19B to 2.22B.

Impactive Capital LP is based out at New York City, NY

Below you can find more details about Impactive Capital LP portfolio as well as his latest detailed transactions.

Portfolio value $2.22 Billion
Technology: $997 Million
Consumer Cyclical: $768 Million
Financial Services: $263 Million
Industrials: $191 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $2.22 Billion
  • Prior Value $2.19 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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