P2 Capital Partners as of June 30, 2021
Portfolio Holdings for P2 Capital Partners
P2 Capital Partners holds 19 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cornerstone Ondemand | 11.1 | $148M | 2.9M | 51.58 | |
| Acadia Healthcare (ACHC) | 9.9 | $132M | 2.1M | 62.75 | |
| Cbiz (CBZ) | 8.6 | $114M | 3.5M | 32.77 | |
| Brink's Company (BCO) | 8.0 | $106M | 1.4M | 76.84 | |
| Primo Water (PRMW) | 7.8 | $104M | 6.2M | 16.73 | |
| H.B. Fuller Company (FUL) | 6.5 | $87M | 1.4M | 63.61 | |
| Evoqua Water Technologies Corp | 6.5 | $86M | 2.6M | 33.78 | |
| Outfront Media (OUT) | 5.9 | $78M | 3.3M | 24.03 | |
| Cdk Global Inc equities | 5.6 | $75M | 1.5M | 49.69 | |
| ACI Worldwide (ACIW) | 5.0 | $67M | 1.8M | 37.14 | |
| Avient Corp (AVNT) | 4.8 | $64M | 1.3M | 49.16 | |
| Nexstar Media Group Cl A (NXST) | 4.4 | $59M | 400k | 147.88 | |
| Upland Software (UPLD) | 3.9 | $53M | 1.3M | 41.17 | |
| Blucora | 3.0 | $40M | 2.3M | 17.31 | |
| Vonage Holdings | 2.9 | $39M | 2.7M | 14.41 | |
| Hilton Grand Vacations (HGV) | 2.4 | $32M | 781k | 41.39 | |
| Tennant Company (TNC) | 1.8 | $24M | 300k | 79.85 | |
| KBR (KBR) | 1.4 | $18M | 479k | 38.15 | |
| Premier Cl A (PINC) | 0.4 | $5.7M | 163k | 34.79 |
