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
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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 | |
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Cbiz (CBZ) | 17.2 | $156M | -3% | 2.5M | 62.59 |
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Blackbaud (BLKB) | 15.8 | $143M | -5% | 1.7M | 86.70 |
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Acadia Healthcare (ACHC) | 11.7 | $107M | 1.4M | 77.76 |
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Tennant Company (TNC) | 7.3 | $66M | 712k | 92.69 |
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Mirion Technologies Com Cl A (MIR) | 6.6 | $60M | +8% | 5.8M | 10.25 |
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H.B. Fuller Company (FUL) | 6.6 | $60M | -14% | 734k | 81.41 |
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John Bean Technologies Corporation (JBT) | 6.1 | $55M | +39% | 556k | 99.45 |
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Siteone Landscape Supply (SITE) | 6.0 | $55M | +17% | 336k | 162.50 |
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Avient Corp (AVNT) | 5.5 | $50M | 1.2M | 41.57 |
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Livanova SHS (LIVN) | 4.8 | $44M | 850k | 51.74 |
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Sotera Health (SHC) | 4.4 | $40M | +27% | 2.4M | 16.85 |
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R1 RCM (RCM) | 4.1 | $37M | -29% | 3.5M | 10.57 |
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Option Care Health Com New (OPCH) | 1.4 | $13M | NEW | 386k | 33.69 |
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Premier Cl A (PINC) | 1.3 | $12M | 532k | 22.36 |
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Integral Ad Science Hldng (IAS) | 1.2 | $11M | NEW | 774k | 14.39 |
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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