Q4 2023 · 13F-HR
P2 Capital Partners, LLCholdings as filed
Filed 2024-02-14 · accession 0001172661-24-001307
$908.6M
Reported value
15
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 124805102 | CBZ | CBIZ INC | $156.2M | 17.2% | 2,495,197 | Common | SOLE |
| 09227Q100 | BLKB | BLACKBAUD INC | $143.3M | 15.8% | 1,652,939 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $106.5M | 11.7% | 1,370,000 | Common | SOLE |
| 880345103 | TNC | TENNANT CO | $66.0M | 7.26% | 711,530 | Common | SOLE |
| 60471A101 | MIR | MIRION TECHNOLOGIES INC | $59.9M | 6.60% | 5,847,122 | Common | SOLE |
| 359694106 | FUL | FULLER H B CO | $59.7M | 6.57% | 733,813 | Common | SOLE |
| 477839104 | JBTM | JOHN BEAN TECHNOLOGIES CORP | $55.3M | 6.09% | 556,442 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $54.6M | 6.01% | 336,211 | Common | SOLE |
| 05368V106 | AVNT | AVIENT CORPORATION | $50.0M | 5.50% | 1,202,435 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $44.0M | 4.84% | 850,000 | Common | SOLE |
| 83601L102 | SHC | SOTERA HEALTH CO | $39.6M | 4.36% | 2,350,000 | Common | SOLE |
| 77634L105 | RCM1USD | R1 RCM INC | $37.4M | 4.11% | 3,535,294 | Common | SOLE |
| 68404L201 | OPCH | OPTION CARE HEALTH INC | $13.0M | 1.43% | 386,446 | Common | SOLE |
| 74051N102 | 2655957D | PREMIER INC | $11.9M | 1.31% | 532,201 | Common | SOLE |
| 45828L108 | IAS | INTEGRAL AD SCIENCE HLDNG CO | $11.1M | 1.23% | 774,400 | 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.