15 is the total number of securities Impactive Capital LP has owned. The longest Impactive Capital LP has owned a single stock is 16 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ABG | ASBURY AUTOMOTIVE GROU... | 16 | 16 | 12.30% | 17.23% | 20.93% | Q4 2019 | Q3 2023 | 16 |
| SLM | SLM CORP COM STK | 16 | 16 | 10.56% | 14.03% | 17.89% | Q4 2019 | Q3 2023 | 16 |
| AVID | AVID TECHNOLOGY INC CO... | 16 | 16 | 7.70% | 13.39% | 22.35% | Q4 2019 | Q3 2023 | 16 |
| CCK | CROWN HOLDINGS INC COM... | 15 | 15 | 6.20% | 10.22% | 13.37% | Q1 2020 | Q3 2023 | 15 |
| WH | WYNDHAM HOTELS & RESOR... | 12 | 12 | 5.63% | 9.70% | 16.66% | Q4 2019 | Q3 2022 | 12 |
| WEX | WEX INC | 11 | 11 | 8.77% | 13.46% | 17.68% | Q1 2021 | Q3 2023 | 11 |
| KBR | KBR INC | 10 | 10 | 9.72% | 12.02% | 13.91% | Q4 2020 | Q1 2023 | 10 |
| ENV | ENVESTNET INC | 10 | 10 | 8.16% | 9.64% | 11.72% | Q2 2021 | Q3 2023 | 10 |
| FTDR | FRONTDOOR INC | 9 | 9 | 5.17% | 8.89% | 12.22% | Q1 2020 | Q1 2022 | 9 |
| HDS | HD SUPPLY HOLDGS | 4 | 4 | 11.11% | 13.24% | 15.36% | Q4 2019 | Q3 2020 | 4 |
| CLVT | CLARIVATE PLC | 4 | 4 | 1.95% | 7.59% | 11.55% | Q4 2022 | Q3 2023 | 4 |
| CNXC | CONCENTRIX CORPORATION | 4 | 4 | 2.01% | 7.59% | 11.64% | Q4 2022 | Q3 2023 | 4 |
| VIVO | MERIDIAN BIOSCIENCE INC | 4 | 4 | 0.40% | 4.00% | 5.94% | Q4 2021 | Q3 2022 | 4 |
| WMS | ADVANCED DRA SYS | 2 | 2 | 10.70% | 11.43% | 12.16% | Q1 2020 | Q2 2020 | 2 |
| CRCM | CARE COM INC | 1 | 1 | 18.52% | 18.52% | 18.52% | Q4 2019 | Q4 2019 | 1 |
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The securities at the top of the list , including ASBURY AUTOMOTIVE GROUP INC, SLM CORP COM STK, and AVID TECHNOLOGY INC COM STK, are the highest-conviction holdings of Impactive Capital LP.
The conviction is calculated by counting the number of quarters a security has been reported by Impactive Capital LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Impactive Capital LP owns currently or has owned in the past.