13F HOLDINGS REPORT
P2 Capital Partners, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001038
Total Value
$588.8M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CBIZ INC | CBZ | 1,808,955 | $148.0M | 25.14% |
| 2 | ACADIA HEALTHCARE COMPANY IN | ACHC | 2,194,288 | $87.0M | 14.78% |
| 3 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 593,558 | $75.4M | 12.81% |
| 4 | BLACKBAUD INC | BLKB | 758,179 | $56.0M | 9.52% |
| 5 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 4,810,000 | $50.2M | 8.53% |
| 6 | TENNANT CO | TNC | 517,078 | $42.2M | 7.16% |
| 7 | HENRY SCHEIN INC | HSIC | 583,316 | $40.4M | 6.86% |
| 8 | AVIENT CORPORATION | AVNT | 696,867 | $28.5M | 4.84% |
| 9 | LIVANOVA PLC | LIVN | 510,802 | $23.7M | 4.02% |
| 10 | FULLER H B CO | FUL | 339,442 | $22.9M | 3.89% |
| 11 | ENOVIS CORPORATION | ENOV | 330,000 | $14.5M | 2.46% |