13F-HR filed by Impactive Capital LP

Impactive Capital LP filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 10 holding rows worth $2,185,352,813.

Accession: 0001786767-25-000003
Filer: CIK 1786767
Filed: 2025-05-15
Accepted by EDGAR: acceptance time not in the bulk data set
Ingested: 2026-10-07 18:25:06 UTC
Source: SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 10 entries on the cover page, a total value of $2,185,352,813 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,185,352,813 with VALUE read as dollars as filed, 13F file number 028-19987. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filed	CUSIP	Class	Amount	Value	Value read as
WEX INC	96208T104	COM	2,409,572	$378,350,995	dollars as filed
SLM CORP COM	78442P106	Stock	11,044,423	$324,374,704	dollars as filed
ASBURY AUTOMOTIVE GROUP INC COM	043436104	Stock	1,396,649	$308,435,965	dollars as filed
CONCENTRIX CORP	20602D101	COM	4,375,125	$243,431,955	dollars as filed
ETSY INC	29786A106	COM	4,982,663	$235,082,040	dollars as filed
MARRIOTT VACATIONS WORLDWIDE C COM	57164Y107	Stock	3,061,847	$196,693,051	dollars as filed
CHARLES RIV LABS INTL INC	159864107	COM	1,211,538	$182,360,700	dollars as filed
CLARIVATE PLC	G21810109	ORD SHS	43,025,259	$169,089,268	dollars as filed
SITEONE LANDSCAPE SUPPLY INC	82982L103	COM	993,578	$120,660,112	dollars as filed
WESTERN DIGITAL CORP	958102105	COM	664,705	$26,874,023	dollars as filed

Amendment chain

Filing	Role	Filed	Accepted	Ingested
13F-HR 0001786767-25-000003	this filing	2025-05-15	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC