Q4 2024 · 13F-HR
P2 Capital Partners, LLCholdings as filed
Filed 2025-02-14 · accession 0001172661-25-001038
$588.8M
Reported value
11
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 124805102 | CBZ | CBIZ INC | $148.0M | 25.1% | 1,808,955 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $87.0M | 14.8% | 2,194,288 | Common | SOLE |
| 477839104 | JBTM | JOHN BEAN TECHNOLOGIES CORP | $75.4M | 12.8% | 593,558 | Common | SOLE |
| 09227Q100 | BLKB | BLACKBAUD INC | $56.0M | 9.52% | 758,179 | Common | SOLE |
| 45828L108 | IAS | INTEGRAL AD SCIENCE HLDNG CO | $50.2M | 8.53% | 4,810,000 | Common | SOLE |
| 880345103 | TNC | TENNANT CO | $42.2M | 7.16% | 517,078 | Common | SOLE |
| 806407102 | HSIC | HENRY SCHEIN INC | $40.4M | 6.86% | 583,316 | Common | SOLE |
| 05368V106 | AVNT | AVIENT CORPORATION | $28.5M | 4.84% | 696,867 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $23.7M | 4.02% | 510,802 | Common | SOLE |
| 359694106 | FUL | FULLER H B CO | $22.9M | 3.89% | 339,442 | Common | SOLE |
| 194014502 | ENOV | ENOVIS CORPORATION | $14.5M | 2.46% | 330,000 | 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.