13F HOLDINGS REPORT
P2 Capital Partners, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002432
Total Value
$845.9M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CBIZ INC | CBZ | 1,399,011 | $109.8M | 12.98% |
| 2 | ACADIA HEALTHCARE COMPANY IN | ACHC | 1,300,000 | $103.0M | 12.17% |
| 3 | BLACKBAUD INC | BLKB | 1,321,558 | $98.0M | 11.58% |
| 4 | TENNANT CO | TNC | 651,391 | $79.2M | 9.36% |
| 5 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 651,442 | $68.3M | 8.08% |
| 6 | MIRION TECHNOLOGIES INC | MIR | 5,520,000 | $62.8M | 7.42% |
| 7 | FULLER H B CO | FUL | 649,735 | $51.8M | 6.12% |
| 8 | AVIENT CORPORATION | AVNT | 1,138,435 | $49.4M | 5.84% |
| 9 | LIVANOVA PLC | LIVN | 800,000 | $44.8M | 5.29% |
| 10 | SITEONE LANDSCAPE SUPPLY INC | SITE | 255,342 | $44.6M | 5.27% |
| 11 | SOTERA HEALTH CO | SHC | 2,950,000 | $35.4M | 4.19% |
| 12 | ENSIGN GROUP INC | ENSG | 230,000 | $28.6M | 3.38% |
| 13 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 2,680,000 | $26.7M | 3.16% |
| 14 | OPTION CARE HEALTH INC | OPCH | 695,946 | $23.3M | 2.76% |
| 15 | R1 RCM INC | 77634L105 | 1,565,000 | $20.2M | 2.38% |