P2 Capital Partners as of Sept. 30, 2021
Portfolio Holdings for P2 Capital Partners
P2 Capital Partners holds 20 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Acadia Healthcare (ACHC) | 10.5 | $124M | 1.9M | 63.78 | |
| Cbiz (CBZ) | 9.5 | $113M | 3.5M | 32.34 | |
| Brink's Company (BCO) | 7.4 | $88M | 1.4M | 63.30 | |
| Evoqua Water Technologies Corp | 7.0 | $83M | 2.2M | 37.56 | |
| Outfront Media (OUT) | 6.9 | $82M | 3.3M | 25.20 | |
| Ishares Tr Russell 2000 Etf (IWM) | 6.7 | $80M | 364k | 218.75 | |
| H.B. Fuller Company (FUL) | 6.2 | $74M | 1.1M | 64.56 | |
| ACI Worldwide (ACIW) | 5.4 | $64M | 2.1M | 30.73 | |
| Cdk Global Inc equities | 5.4 | $64M | 1.5M | 42.55 | |
| Primo Water (PRMW) | 5.2 | $62M | 3.9M | 15.72 | |
| Vonage Holdings | 5.2 | $62M | 3.8M | 16.12 | |
| Avient Corp (AVNT) | 4.8 | $57M | 1.2M | 46.35 | |
| Nexstar Media Group Cl A (NXST) | 3.7 | $44M | 289k | 151.96 | |
| Premier Cl A (PINC) | 3.6 | $42M | 1.1M | 38.76 | |
| Upland Software (UPLD) | 3.3 | $39M | 1.2M | 33.44 | |
| Tennant Company (TNC) | 3.1 | $37M | 500k | 73.95 | |
| Blucora | 3.0 | $36M | 2.3M | 15.59 | |
| Envestnet (ENV) | 2.2 | $27M | 330k | 80.24 | |
| Holley (HLLY) | 0.6 | $6.7M | 558k | 11.94 | |
| Change Healthcare | 0.3 | $3.1M | 150k | 20.94 |
