P2 Capital Partners
Latest statistics and disclosures from P2 Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CBZ, BLKB, ACHC, TNC, MIR, and represent 58.54% of P2 Capital Partners's stock portfolio.
- Added to shares of these 6 stocks: JBT (+$16M), OPCH (+$13M), IAS (+$11M), SHC (+$8.4M), SITE (+$8.1M), MIR.
- Started 2 new stock positions in IAS, OPCH.
- Reduced shares in these 4 stocks: RCM (-$16M), FUL (-$10M), BLKB (-$8.4M), CBZ (-$5.3M).
- P2 Capital Partners was a net buyer of stock by $22M.
- P2 Capital Partners has $909M in assets under management (AUM), dropping by 14.16%.
- Central Index Key (CIK): 0001406313
Tip: Access up to 7 years of quarterly data
Positions held by P2 Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for P2 Capital Partners
P2 Capital Partners holds 15 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cbiz (CBZ) | 17.2 | $156M | -3% | 2.5M | 62.59 |
|
| Blackbaud (BLKB) | 15.8 | $143M | -5% | 1.7M | 86.70 |
|
| Acadia Healthcare (ACHC) | 11.7 | $107M | 1.4M | 77.76 |
|
|
| Tennant Company (TNC) | 7.3 | $66M | 712k | 92.69 |
|
|
| Mirion Technologies Com Cl A (MIR) | 6.6 | $60M | +8% | 5.8M | 10.25 |
|
| H.B. Fuller Company (FUL) | 6.6 | $60M | -14% | 734k | 81.41 |
|
| John Bean Technologies Corporation (JBT) | 6.1 | $55M | +39% | 556k | 99.45 |
|
| Siteone Landscape Supply (SITE) | 6.0 | $55M | +17% | 336k | 162.50 |
|
| Avient Corp (AVNT) | 5.5 | $50M | 1.2M | 41.57 |
|
|
| Livanova SHS (LIVN) | 4.8 | $44M | 850k | 51.74 |
|
|
| Sotera Health (SHC) | 4.4 | $40M | +27% | 2.4M | 16.85 |
|
| R1 RCM (RCM) | 4.1 | $37M | -29% | 3.5M | 10.57 |
|
| Option Care Health Com New (OPCH) | 1.4 | $13M | NEW | 386k | 33.69 |
|
| Premier Cl A (PINC) | 1.3 | $12M | 532k | 22.36 |
|
|
| Integral Ad Science Hldng (IAS) | 1.2 | $11M | NEW | 774k | 14.39 |
|
Past Filings by P2 Capital Partners
SEC 13F filings are viewable for P2 Capital Partners going back to 2010
- P2 Capital Partners 2023 Q4 filed Feb. 14, 2024
- P2 Capital Partners 2023 Q3 filed Nov. 14, 2023
- P2 Capital Partners 2023 Q2 filed Aug. 14, 2023
- P2 Capital Partners 2023 Q1 filed May 15, 2023
- P2 Capital Partners 2022 Q4 filed Feb. 23, 2023
- P2 Capital Partners 2022 Q3 filed Nov. 14, 2022
- P2 Capital Partners 2022 Q2 filed Aug. 15, 2022
- P2 Capital Partners 2022 Q1 filed May 16, 2022
- P2 Capital Partners 2021 Q4 filed Feb. 14, 2022
- P2 Capital Partners 2021 Q3 filed Nov. 15, 2021
- P2 Capital Partners 2021 Q2 filed Aug. 16, 2021
- P2 Capital Partners 2021 Q1 filed May 17, 2021
- P2 Capital Partners 2020 Q4 filed Feb. 16, 2021
- P2 Capital Partners 2020 Q3 filed Nov. 16, 2020
- P2 Capital Partners 2020 Q2 filed Aug. 14, 2020
- P2 Capital Partners 2020 Q1 filed May 15, 2020