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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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 | ||
Setup an alertP2 Capital Partners will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
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| 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
- 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
- P2 Capital Partners 2019 Q4 filed Feb. 14, 2020
- P2 Capital Partners 2019 Q3 filed Nov. 14, 2019
- P2 Capital Partners 2019 Q2 filed Aug. 14, 2019
- P2 Capital Partners 2019 Q1 filed May 15, 2019