Impactive Capital discloses updated portfolio positions in 13F filing: New WMS position, Boosted WDC VAC holdings, Exited CRL SITE
Highlights from Q2 2025 filing as compared to Q1 2025 (all amounts are approximate):
- New: WMS (1.66 mln shares)
- Increased: WDC (to 3.57 mln shares from 665K shares), VAC (to 4.05 mln from 3.06 mln)
- Maintained: CLVT (43.03 mln shares), CNXC (4.38 mln shares), WEX (2.4 mln shares)
- Exited: CRL (from 1.21 mln shares), SITE (from 0.99 mln)
- Decreased: SLM (to 8.03 mln shares from 11.04 mln shares), ETSY (to 3.55 mln from 4.98 mln), ABG (to 1.25 mln from 1.4 mln)