13F HOLDINGS REPORT
P2 Capital Partners, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003891
Total Value
$764.2M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CBIZ INC | CBZ | 2,579,219 | $133.9M | 17.52% |
| 2 | BLACKBAUD INC | BLKB | 1,750,000 | $123.1M | 16.10% |
| 3 | ACADIA HEALTHCARE COMPANY IN | ACHC | 1,370,000 | $96.3M | 12.60% |
| 4 | FULLER H B CO | FUL | 858,813 | $58.9M | 7.71% |
| 5 | TENNANT CO | TNC | 711,530 | $52.8M | 6.90% |
| 6 | SITEONE LANDSCAPE SUPPLY INC | SITE | 286,211 | $46.8M | 6.12% |
| 7 | LIVANOVA PLC | LIVN | 850,000 | $44.9M | 5.88% |
| 8 | AVIENT CORPORATION | AVNT | 1,202,435 | $42.5M | 5.56% |
| 9 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 400,201 | $42.1M | 5.51% |
| 10 | MIRION TECHNOLOGIES INC | MIR | 5,372,708 | $40.1M | 5.25% |
| 11 | R1 RCM INC | 77634L105 | 2,505,017 | $37.8M | 4.94% |
| 12 | SOTERA HEALTH CO | SHC | 1,850,000 | $27.7M | 3.63% |
| 13 | PREMIER INC | PREM | 532,201 | $11.4M | 1.50% |
| 14 | R1 RCM INC | 77634L105 | 2,500,000 | $6.0M | 0.78% |