Impactive Capital LP Portfolio Holdings by Sector

Impactive Capital LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Information Technology Services \| Technology CNXC CLVT 2 stocks	$366,698 17.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WEX 1 stocks	$345,818 16.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ABG 1 stocks	$304,835 14.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical VAC 1 stocks	$269,300 12.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials WMS 1 stocks	$230,796 11.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical ETSY 1 stocks	$215,294 10.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SLM 1 stocks	$199,989 9.61% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs IWM 1 stocks	$147,411 7.09% of portfolio	1	-	1	-	0 Calls 0 Puts

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