P2 Capital Partners as of March 31, 2021
Portfolio Holdings for P2 Capital Partners
P2 Capital Partners holds 20 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brink's Company (BCO) | 10.3 | $156M | 2.0M | 79.23 | |
| Acadia Healthcare (ACHC) | 9.6 | $145M | 2.5M | 57.14 | |
| Cornerstone Ondemand | 8.0 | $121M | 2.8M | 43.58 | |
| Cbiz (CBZ) | 7.6 | $114M | 3.5M | 32.66 | |
| Primo Water (PRMW) | 7.1 | $107M | 6.6M | 16.26 | |
| H.B. Fuller Company (FUL) | 6.5 | $97M | 1.5M | 62.91 | |
| Cdk Global Inc equities | 6.0 | $90M | 1.7M | 54.06 | |
| Evoqua Water Technologies Corp | 5.7 | $86M | 3.3M | 26.30 | |
| Nexstar Media Group Cl A (NXST) | 5.6 | $85M | 603k | 140.43 | |
| ACI Worldwide (ACIW) | 5.1 | $78M | 2.0M | 38.05 | |
| Avient Corp (AVNT) | 4.4 | $66M | 1.4M | 47.27 | |
| Hilton Grand Vacations (HGV) | 4.2 | $64M | 1.7M | 37.49 | |
| KBR (KBR) | 3.9 | $58M | 1.5M | 38.39 | |
| Ishares Tr Russell 2000 Etf (IWM) | 3.5 | $53M | 241k | 220.94 | |
| Upland Software (UPLD) | 3.3 | $50M | 1.1M | 47.19 | |
| Outfront Media (OUT) | 2.9 | $44M | 2.0M | 21.83 | |
| Blucora | 2.5 | $38M | 2.3M | 16.64 | |
| Vonage Holdings | 2.4 | $37M | 3.1M | 11.82 | |
| Tennant Company (TNC) | 1.0 | $15M | 185k | 79.89 | |
| Premier Cl A (PINC) | 0.2 | $3.7M | 109k | 33.85 |
