13F HOLDINGS REPORT
P2 Capital Partners, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002102
Total Value
$780.1M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CBIZ INC | CBZ | 2,759,595 | $136.6M | 17.51% |
| 2 | BLACKBAUD INC | BLKB | 1,750,000 | $121.3M | 15.55% |
| 3 | ACADIA HEALTHCARE COMPANY IN | ACHC | 1,370,000 | $99.0M | 12.69% |
| 4 | AVANTAX INC | 095229100 | 2,300,000 | $60.5M | 7.76% |
| 5 | FULLER H B CO | FUL | 858,813 | $58.8M | 7.54% |
| 6 | AVIENT CORPORATION | AVNT | 1,202,435 | $49.5M | 6.34% |
| 7 | TENNANT CO | TNC | 711,530 | $48.8M | 6.25% |
| 8 | SITEONE LANDSCAPE SUPPLY INC | SITE | 286,211 | $39.2M | 5.02% |
| 9 | LIVANOVA PLC | LIVN | 850,000 | $37.0M | 4.75% |
| 10 | R1 RCM INC | 77634L105 | 1,924,027 | $28.9M | 3.70% |
| 11 | EVOQUA WATER TECHNOLOGIES CO | 30057T105 | 566,475 | $28.2M | 3.61% |
| 12 | MIRION TECHNOLOGIES INC | MIR | 2,878,368 | $24.6M | 3.15% |
| 13 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 186,244 | $20.4M | 2.61% |
| 14 | PREMIER INC | PREM | 532,201 | $17.2M | 2.21% |
| 15 | ENVESTNET INC | 29404K106 | 175,000 | $10.3M | 1.32% |