13F-HR filed by Impactive Capital LP
Impactive Capital LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 9 holding rows worth $2,080,145,536.
- Accession
- 0001786767-25-000008
- Filer
- CIK 1786767
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 9 entries on the cover page, a total value of $2,080,145,536 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,080,145,536 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 | Type |
|---|---|---|---|---|---|---|
| WEX INC | 96208T104 | COM | 2,195,253 | $345,818,205 | dollars as filed | |
| ASBURY AUTOMOTIVE GROUP INC COM | 043436104 | Stock | 1,247,027 | $304,835,750 | dollars as filed | |
| MARRIOTT VACATIONS WORLDWIDE C COM | 57164Y107 | Stock | 4,045,984 | $269,300,695 | dollars as filed | |
| ADVANCED DRAIN SYS INC DEL COM | 00790R104 | Stock | 1,663,999 | $230,796,661 | dollars as filed | |
| ETSY INC | 29786A106 | COM | 3,242,874 | $215,294,405 | dollars as filed | |
| CONCENTRIX CORP | 20602D101 | COM | 4,375,125 | $201,912,019 | dollars as filed | |
| SLM CORP COM | 78442P106 | Stock | 7,225,040 | $199,989,107 | dollars as filed | |
| CLARIVATE PLC | G21810109 | ORD SHS | 43,025,259 | $164,786,742 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 609,241 | $147,411,952 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001786767-25-000008 | this filing | 2025-11-14 | acceptance time not in the bulk data set |