P2 Capital Partners as of Sept. 30, 2012
Portfolio Holdings for P2 Capital Partners
P2 Capital Partners holds 15 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Uti Worldwide | 13.5 | $69M | 5.2M | 13.47 | |
| Pool Corporation (POOL) | 11.0 | $57M | 1.4M | 41.58 | |
| Bally Technologies | 10.9 | $56M | 1.1M | 49.39 | |
| ACI Worldwide (ACIW) | 10.4 | $53M | 1.3M | 42.26 | |
| VCA Antech | 9.6 | $49M | 2.5M | 19.72 | |
| MedAssets | 8.2 | $42M | 2.4M | 17.80 | |
| JDA Software | 6.1 | $32M | 993k | 31.78 | |
| Blount International | 6.1 | $32M | 2.4M | 13.16 | |
| Forrester Research (FORR) | 6.1 | $31M | 1.1M | 28.77 | |
| Mueller Water Products (MWA) | 4.4 | $23M | 4.7M | 4.90 | |
| EPIQ Systems | 4.2 | $22M | 1.6M | 13.42 | |
| CoreLogic | 4.0 | $20M | 767k | 26.53 | |
| Cbiz (CBZ) | 2.8 | $15M | 2.4M | 6.02 | |
| Semgroup Corp cl a | 2.5 | $13M | 343k | 36.85 | |
| Middleby Corporation (MIDD) | 0.1 | $345k | 3.0k | 115.62 |
