P2 Capital Partners as of March 31, 2023
Portfolio Holdings for P2 Capital Partners
P2 Capital Partners holds 15 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cbiz (CBZ) | 17.5 | $137M | 2.8M | 49.49 | |
| Blackbaud (BLKB) | 15.5 | $121M | 1.8M | 69.30 | |
| Acadia Healthcare (ACHC) | 12.7 | $99M | 1.4M | 72.25 | |
| Blucora | 7.8 | $61M | 2.3M | 26.32 | |
| H.B. Fuller Company (FUL) | 7.5 | $59M | 859k | 68.45 | |
| Avient Corp (AVNT) | 6.3 | $50M | 1.2M | 41.16 | |
| Tennant Company (TNC) | 6.3 | $49M | 712k | 68.53 | |
| Siteone Landscape Supply (SITE) | 5.0 | $39M | 286k | 136.87 | |
| Livanova SHS (LIVN) | 4.7 | $37M | 850k | 43.58 | |
| R1 RCM (RCM) | 3.7 | $29M | 1.9M | 15.00 | |
| Evoqua Water Technologies Corp | 3.6 | $28M | 567k | 49.72 | |
| Mirion Technologies Com Cl A (MIR) | 3.2 | $25M | 2.9M | 8.54 | |
| John Bean Technologies Corporation (JBT) | 2.6 | $20M | 186k | 109.29 | |
| Premier Cl A (PINC) | 2.2 | $17M | 532k | 32.37 | |
| Envestnet (ENV) | 1.3 | $10M | 175k | 58.67 |
