13F HOLDINGS REPORT
P2 Capital Partners, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003368
Total Value
$911.8M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACADIA HEALTHCARE COMPANY IN | ACHC | 1,510,000 | $102.0M | 11.18% |
| 2 | BLACKBAUD INC | BLKB | 1,321,558 | $100.7M | 11.04% |
| 3 | CBIZ INC | CBZ | 1,104,008 | $81.8M | 8.97% |
| 4 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 750,168 | $71.2M | 7.81% |
| 5 | R1 RCM INC | 77634L105 | 5,400,000 | $67.8M | 7.44% |
| 6 | R1 RCM INC | 77634L105 | 5,400,000 | $67.8M | 7.44% |
| 7 | TENNANT CO | TNC | 651,391 | $64.1M | 7.03% |
| 8 | LIVANOVA PLC | LIVN | 950,000 | $52.1M | 5.71% |
| 9 | MIRION TECHNOLOGIES INC | MIR | 4,701,000 | $50.5M | 5.54% |
| 10 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 4,872,973 | $47.4M | 5.19% |
| 11 | FULLER H B CO | FUL | 611,326 | $47.0M | 5.16% |
| 12 | OPTION CARE HEALTH INC | OPCH | 1,460,251 | $40.4M | 4.44% |
| 13 | AVIENT CORPORATION | AVNT | 869,835 | $38.0M | 4.16% |
| 14 | ENSIGN GROUP INC | ENSG | 260,000 | $32.2M | 3.53% |
| 15 | ENOVIS CORPORATION | ENOV | 460,000 | $20.8M | 2.28% |
| 16 | SITEONE LANDSCAPE SUPPLY INC | SITE | 171,097 | $20.8M | 2.28% |
| 17 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 500,000 | $4.9M | 0.53% |
| 18 | SOTERA HEALTH CO | SHC | 200,000 | $2.4M | 0.26% |