Q2 2023 · 13F-HR
P2 Capital Partners, LLCholdings as filed
Filed 2023-08-14 · accession 0001172661-23-003102
$859.2M
Reported value
15
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 124805102 | CBZ | CBIZ INC | $143.3M | 16.7% | 2,688,964 | Common | SOLE |
| 09227Q100 | BLKB | BLACKBAUD INC | $124.6M | 14.5% | 1,750,000 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $109.1M | 12.7% | 1,370,000 | Common | SOLE |
| 359694106 | FUL | FULLER H B CO | $61.4M | 7.15% | 858,813 | Common | SOLE |
| 880345103 | TNC | TENNANT CO | $57.7M | 6.72% | 711,530 | Common | SOLE |
| 095229100 | — | AVANTAX INC | $51.5M | 5.99% | 2,300,000 | Common | SOLE |
| 05368V106 | AVNT | AVIENT CORPORATION | $49.2M | 5.72% | 1,202,435 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $47.9M | 5.58% | 286,211 | Common | SOLE |
| 77634L105 | RCM1USD | R1 RCM INC | $46.2M | 5.38% | 2,505,017 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $43.7M | 5.09% | 850,000 | Common | SOLE |
| 477839104 | JBTM | JOHN BEAN TECHNOLOGIES CORP | $40.8M | 4.75% | 336,100 | Common | SOLE |
| 60471A101 | MIR | MIRION TECHNOLOGIES INC | $37.1M | 4.32% | 4,389,571 | Common | SOLE |
| 83601L102 | SHC | SOTERA HEALTH CO | $21.7M | 2.52% | 1,150,000 | Common | SOLE |
| 74051N102 | 2655957D | PREMIER INC | $14.7M | 1.71% | 532,201 | Common | SOLE |
| 29404K106 | ENVUSD | ENVESTNET INC | $10.4M | 1.21% | 175,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.