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IMPACTIVE CAPITAL LP

AUM: $3.11 B

13-F Portfolio Value: $2.22 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 99.99%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
CNXC	CONCENTRIX CORPORATION	10.50%	4,375,125	$231,247,232		No Change	$52.86	13F
CLVT	CLARIVATE PLC	8.40%	43,025,259	$185,008,614		No Change	$4.3	13F