P2 Capital Partners

Latest statistics and disclosures from P2 Capital Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CBZ, ACHC, BLKB, FUL, BCOR, and represent 60.74% of P2 Capital Partners's stock portfolio.
  • Added to shares of these 4 stocks: BLKB (+$17M), MIR (+$9.2M), RCM (+$6.2M), SITE (+$5.4M).
  • Started 1 new stock positions in RCM.
  • Reduced shares in these 8 stocks: ACIW (-$42M), BCO (-$39M), CBZ (-$34M), ACHC (-$19M), OUT (-$16M), PRMW (-$13M), NOTV (-$12M), UPLD (-$7.7M).
  • Sold out of its positions in ACIW, BCO, NOTV, PRMW, UPLD.
  • P2 Capital Partners was a net seller of stock by $-144M.
  • P2 Capital Partners has $756M in assets under management (AUM), dropping by -6.66%.
  • Central Index Key (CIK): 0001406313

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Positions held by P2 Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for P2 Capital Partners

P2 Capital Partners holds 15 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cbiz (CBZ) 17.1 $129M -20% 2.8M 46.85
Acadia Healthcare (ACHC) 14.9 $113M -14% 1.4M 82.32
Blackbaud (BLKB) 12.8 $97M +20% 1.7M 58.86
H.B. Fuller Company (FUL) 8.1 $62M 859k 71.62
Blucora (BCOR) 7.8 $59M 2.3M 25.53
Livanova SHS (LIVN) 6.2 $47M 850k 55.54
Evoqua Water Technologies Corp (AQUA) 5.9 $45M 1.1M 39.60
Avient Corp (AVNT) 5.4 $41M 1.2M 33.76
Tennant Company (TNC) 5.0 $38M 615k 61.57
Mirion Technologies Com Cl A (MIR) 4.8 $37M +33% 5.5M 6.61
Siteone Landscape Supply (SITE) 4.4 $34M +19% 286k 117.32
Outfront Media (OUT) 2.7 $21M -43% 1.3M 16.58
Premier Cl A (PINC) 2.5 $19M 532k 34.98
Envestnet (ENV) 1.4 $11M 175k 61.70

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P2 Capital Partners will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

R1 RCM (RCM) 0.8 $6.2M NEW 563k 10.95

Past Filings by P2 Capital Partners

SEC 13F filings are viewable for P2 Capital Partners going back to 2010

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