Q3 2024 · 13F-HR
P2 Capital Partners, LLCholdings as filed
Filed 2024-11-14 · accession 0001172661-24-004782
$875.8M
Reported value
15
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 124805102 | CBZ | CBIZ INC | $121.2M | 13.8% | 1,800,532 | Common | SOLE |
| 09227Q100 | BLKB | BLACKBAUD INC | $111.8M | 12.8% | 1,320,251 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $99.6M | 11.4% | 1,570,000 | Common | SOLE |
| 45828L108 | IAS | INTEGRAL AD SCIENCE HLDNG CO | $79.5M | 9.08% | 7,354,317 | Common | SOLE |
| 477839104 | JBTM | JOHN BEAN TECHNOLOGIES CORP | $78.8M | 9.00% | 800,168 | Common | SOLE |
| 880345103 | TNC | TENNANT CO | $69.9M | 7.98% | 727,391 | Common | SOLE |
| 68404L201 | OPCH | OPTION CARE HEALTH INC | $60.9M | 6.95% | 1,945,000 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $55.2M | 6.30% | 1,050,000 | Common | SOLE |
| 05368V106 | AVNT | AVIENT CORPORATION | $52.6M | 6.00% | 1,044,835 | Common | SOLE |
| 359694106 | FUL | FULLER H B CO | $48.5M | 5.54% | 611,326 | Common | SOLE |
| 60471A101 | MIR | MIRION TECHNOLOGIES INC | $37.1M | 4.23% | 3,350,000 | Common | SOLE |
| 29358P101 | ENSG | ENSIGN GROUP INC | $33.1M | 3.78% | 230,000 | Common | SOLE |
| 194014502 | ENOV | ENOVIS CORPORATION | $19.8M | 2.26% | 460,000 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $4.6M | 0.53% | 30,592 | Common | SOLE |
| 83601L102 | SHC | SOTERA HEALTH CO | $3.3M | 0.38% | 200,000 | 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.