Q3 2023 · 13F-HR
P2 Capital Partners, LLCholdings as filed
Filed 2023-11-14 · accession 0001172661-23-003891
$764.2M
Reported value
14
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 124805102 | CBZ | CBIZ INC | $133.9M | 17.5% | 2,579,219 | Common | SOLE |
| 09227Q100 | BLKB | BLACKBAUD INC | $123.1M | 16.1% | 1,750,000 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $96.3M | 12.6% | 1,370,000 | Common | SOLE |
| 359694106 | FUL | FULLER H B CO | $58.9M | 7.71% | 858,813 | Common | SOLE |
| 880345103 | TNC | TENNANT CO | $52.8M | 6.90% | 711,530 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $46.8M | 6.12% | 286,211 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $44.9M | 5.88% | 850,000 | Common | SOLE |
| 05368V106 | AVNT | AVIENT CORPORATION | $42.5M | 5.56% | 1,202,435 | Common | SOLE |
| 477839104 | JBTM | JOHN BEAN TECHNOLOGIES CORP | $42.1M | 5.51% | 400,201 | Common | SOLE |
| 60471A101 | MIR | MIRION TECHNOLOGIES INC | $40.1M | 5.25% | 5,372,708 | Common | SOLE |
| 77634L105 | RCM1USD | R1 RCM INC | $37.8M | 4.94% | 2,505,017 | Common | SOLE |
| 83601L102 | SHC | SOTERA HEALTH CO | $27.7M | 3.63% | 1,850,000 | Common | SOLE |
| 74051N102 | 2655957D | PREMIER INC | $11.4M | 1.50% | 532,201 | Common | SOLE |
| 77634L105 | RCM1USD | R1 RCM INC | $6.0M | 0.78% | 2,500,000 | PUT | NONE |
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.