13F HOLDINGS REPORT
P2 Capital Partners, LLC
Quarter ended Q1 2023 · Filed February 23, 2023 · Accession 0001172661-23-001508
Total Value
$756.4M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CBIZ INC | CBZ | 2,759,595 | $129.3M | 17.09% |
| 2 | ACADIA HEALTHCARE COMPANY IN | ACHC | 1,370,000 | $112.8M | 14.91% |
| 3 | BLACKBAUD INC | BLKB | 1,650,000 | $97.1M | 12.84% |
| 4 | FULLER H B CO | FUL | 858,813 | $61.5M | 8.13% |
| 5 | BLUCORA INC | 095229100 | 2,300,000 | $58.7M | 7.76% |
| 6 | LIVANOVA PLC | LIVN | 850,000 | $47.2M | 6.24% |
| 7 | EVOQUA WATER TECHNOLOGIES CO | 30057T105 | 1,133,375 | $44.9M | 5.93% |
| 8 | AVIENT CORPORATION | AVNT | 1,202,435 | $40.6M | 5.37% |
| 9 | TENNANT CO | TNC | 614,583 | $37.8M | 5.00% |
| 10 | MIRION TECHNOLOGIES INC | MIR | 5,526,935 | $36.5M | 4.83% |
| 11 | SITEONE LANDSCAPE SUPPLY INC | SITE | 286,211 | $33.6M | 4.44% |
| 12 | OUTFRONT MEDIA INC | OUT | 1,250,000 | $20.7M | 2.74% |
| 13 | PREMIER INC | PREM | 532,201 | $18.6M | 2.46% |
| 14 | ENVESTNET INC | 29404K106 | 175,000 | $10.8M | 1.43% |
| 15 | R1 RCM INC | 77634L105 | 563,269 | $6.2M | 0.82% |