P2 Capital Partners as of June 30, 2020
Portfolio Holdings for P2 Capital Partners
P2 Capital Partners holds 17 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Acadia Healthcare (ACHC) | 11.7 | $140M | 5.6M | 25.12 | |
| Primo Water (PRMW) | 9.3 | $111M | 8.1M | 13.75 | |
| Nexstar Media Group Cl A (NXST) | 9.2 | $111M | 1.3M | 83.69 | |
| Brink's Company (BCO) | 7.5 | $90M | 2.0M | 45.51 | |
| Hilton Grand Vacations (HGV) | 6.9 | $83M | 4.2M | 19.55 | |
| Evoqua Water Technologies Corp | 6.7 | $81M | 4.3M | 18.60 | |
| Cbiz (CBZ) | 6.7 | $80M | 3.3M | 23.97 | |
| H.B. Fuller Company (FUL) | 6.4 | $76M | 1.7M | 44.60 | |
| Mednax (MD) | 5.9 | $70M | 4.1M | 17.10 | |
| Cdk Global Inc equities | 5.2 | $62M | 1.5M | 41.42 | |
| Cornerstone Ondemand | 5.2 | $62M | 1.6M | 38.56 | |
| ACI Worldwide (ACIW) | 4.5 | $54M | 2.0M | 26.99 | |
| Change Healthcare | 4.4 | $52M | 4.7M | 11.20 | |
| Maximus (MMS) | 4.1 | $49M | 691k | 70.45 | |
| Outfront Media (OUT) | 2.7 | $33M | 2.3M | 14.17 | |
| Ebix Com New (EBIXQ) | 2.3 | $28M | 1.3M | 22.36 | |
| Sp Plus (SP) | 1.4 | $17M | 810k | 20.71 |
