Impactive Capital LP Portfolio Holdings by Sector
Impactive Capital LP
- $2.19 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Information Technology Services | Technology
CNXC CLVT 2 stocks |
$412,520
18.88% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
WEX 1 stocks |
$378,350
17.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
SLM 1 stocks |
$324,374
14.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
ABG 1 stocks |
$308,435
14.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
ETSY 1 stocks |
$235,082
10.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
VAC 1 stocks |
$196,693
9.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
CRL 1 stocks |
$182,360
8.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
SITE 1 stocks |
$120,660
5.52% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Computer Hardware | Technology
WDC 1 stocks |
$26,874
1.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|