Impactive Capital LP Portfolio Holdings by Sector
Impactive Capital LP
- $2.33 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Auto & Truck Dealerships | Consumer Cyclical
ABG 1 stocks |
$426,957
18.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SLM 1 stocks |
$424,933
18.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CLVT CNXC 2 stocks |
$407,879
17.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
WEX 1 stocks |
$371,085
15.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
VAC 1 stocks |
$241,010
10.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
ETSY 1 stocks |
$232,380
9.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
CRL 1 stocks |
$221,951
9.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|