13F HOLDINGS REPORT
P2 Capital Partners, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003102
Total Value
$859.2M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CBIZ INC | CBZ | 2,688,964 | $143.3M | 16.67% |
| 2 | BLACKBAUD INC | BLKB | 1,750,000 | $124.6M | 14.50% |
| 3 | ACADIA HEALTHCARE COMPANY IN | ACHC | 1,370,000 | $109.1M | 12.70% |
| 4 | FULLER H B CO | FUL | 858,813 | $61.4M | 7.15% |
| 5 | TENNANT CO | TNC | 711,530 | $57.7M | 6.72% |
| 6 | AVANTAX INC | 095229100 | 2,300,000 | $51.5M | 5.99% |
| 7 | AVIENT CORPORATION | AVNT | 1,202,435 | $49.2M | 5.72% |
| 8 | SITEONE LANDSCAPE SUPPLY INC | SITE | 286,211 | $47.9M | 5.58% |
| 9 | R1 RCM INC | 77634L105 | 2,505,017 | $46.2M | 5.38% |
| 10 | LIVANOVA PLC | LIVN | 850,000 | $43.7M | 5.09% |
| 11 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 336,100 | $40.8M | 4.75% |
| 12 | MIRION TECHNOLOGIES INC | MIR | 4,389,571 | $37.1M | 4.32% |
| 13 | SOTERA HEALTH CO | SHC | 1,150,000 | $21.7M | 2.52% |
| 14 | PREMIER INC | PREM | 532,201 | $14.7M | 1.71% |
| 15 | ENVESTNET INC | 29404K106 | 175,000 | $10.4M | 1.21% |