Q1 2024 · 13F-HR
P2 Capital Partners, LLCholdings as filed
Filed 2024-05-15 · accession 0001172661-24-002432
$845.9M
Reported value
15
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 124805102 | CBZ | CBIZ INC | $109.8M | 13.0% | 1,399,011 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $103.0M | 12.2% | 1,300,000 | Common | SOLE |
| 09227Q100 | BLKB | BLACKBAUD INC | $98.0M | 11.6% | 1,321,558 | Common | SOLE |
| 880345103 | TNC | TENNANT CO | $79.2M | 9.36% | 651,391 | Common | SOLE |
| 477839104 | JBTM | JOHN BEAN TECHNOLOGIES CORP | $68.3M | 8.08% | 651,442 | Common | SOLE |
| 60471A101 | MIR | MIRION TECHNOLOGIES INC | $62.8M | 7.42% | 5,520,000 | Common | SOLE |
| 359694106 | FUL | FULLER H B CO | $51.8M | 6.12% | 649,735 | Common | SOLE |
| 05368V106 | AVNT | AVIENT CORPORATION | $49.4M | 5.84% | 1,138,435 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $44.8M | 5.29% | 800,000 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $44.6M | 5.27% | 255,342 | Common | SOLE |
| 83601L102 | SHC | SOTERA HEALTH CO | $35.4M | 4.19% | 2,950,000 | Common | SOLE |
| 29358P101 | ENSG | ENSIGN GROUP INC | $28.6M | 3.38% | 230,000 | Common | SOLE |
| 45828L108 | IAS | INTEGRAL AD SCIENCE HLDNG CO | $26.7M | 3.16% | 2,680,000 | Common | SOLE |
| 68404L201 | OPCH | OPTION CARE HEALTH INC | $23.3M | 2.76% | 695,946 | Common | SOLE |
| 77634L105 | RCM1USD | R1 RCM INC | $20.2M | 2.38% | 1,565,000 | 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.