Impactive Capital, LP

Company Share, %
Avid Technology, Inc. Avid Technology, Inc. 16.19
Marriott Vacations Worldwide Corporation Marriott Vacations Worldwide Corporation 11.69
Envestnet, Inc. Envestnet, Inc. 7.58
Concentrix Corporation Concentrix Corporation 7.03
Meridian Bioscience, Inc. Meridian Bioscience, Inc. 6.58
Clarivate Plc Clarivate Plc 6.5
Asbury Automotive Group, Inc. Asbury Automotive Group, Inc. 6.41
WEX Inc. WEX Inc. 6.4
SLM Corporation SLM Corporation 3.56
ETSY ETSY 3.29
Advanced Drainage Systems, Inc. Advanced Drainage Systems, Inc. 2.14

Category Quantity
Technology 5
Consumer Discretionary 3
Healthcare 1
Financials 1
Industrials 1