13F HOLDINGS REPORT
P2 Capital Partners, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004782
Total Value
$875.8M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CBIZ INC | CBZ | 1,800,532 | $121.2M | 13.83% |
| 2 | BLACKBAUD INC | BLKB | 1,320,251 | $111.8M | 12.77% |
| 3 | ACADIA HEALTHCARE COMPANY IN | ACHC | 1,570,000 | $99.6M | 11.37% |
| 4 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 7,354,317 | $79.5M | 9.08% |
| 5 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 800,168 | $78.8M | 9.00% |
| 6 | TENNANT CO | TNC | 727,391 | $69.9M | 7.98% |
| 7 | OPTION CARE HEALTH INC | OPCH | 1,945,000 | $60.9M | 6.95% |
| 8 | LIVANOVA PLC | LIVN | 1,050,000 | $55.2M | 6.30% |
| 9 | AVIENT CORPORATION | AVNT | 1,044,835 | $52.6M | 6.00% |
| 10 | FULLER H B CO | FUL | 611,326 | $48.5M | 5.54% |
| 11 | MIRION TECHNOLOGIES INC | MIR | 3,350,000 | $37.1M | 4.23% |
| 12 | ENSIGN GROUP INC | ENSG | 230,000 | $33.1M | 3.78% |
| 13 | ENOVIS CORPORATION | ENOV | 460,000 | $19.8M | 2.26% |
| 14 | SITEONE LANDSCAPE SUPPLY INC | SITE | 30,592 | $4.6M | 0.53% |
| 15 | SOTERA HEALTH CO | SHC | 200,000 | $3.3M | 0.38% |