P2 Capital Partners as of June 30, 2024
Portfolio Holdings for P2 Capital Partners
P2 Capital Partners holds 16 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
R1 RCM Put Option (RCM) | 14.9 | $136M | 11M | 12.56 | |
Acadia Healthcare (ACHC) | 11.2 | $102M | 1.5M | 67.54 | |
Blackbaud (BLKB) | 11.0 | $101M | 1.3M | 76.17 | |
Cbiz (CBZ) | 9.0 | $82M | 1.1M | 74.10 | |
John Bean Technologies Corporation | 7.8 | $71M | 750k | 94.97 | |
Tennant Company (TNC) | 7.0 | $64M | 651k | 98.44 | |
Integral Ad Science Hldng Call Option (IAS) | 5.7 | $52M | 5.4M | 9.72 | |
Livanova SHS (LIVN) | 5.7 | $52M | 950k | 54.82 | |
Mirion Technologies Com Cl A (MIR) | 5.5 | $51M | 4.7M | 10.74 | |
H.B. Fuller Company (FUL) | 5.2 | $47M | 611k | 76.96 | |
Option Care Health Com New (OPCH) | 4.4 | $40M | 1.5M | 27.70 | |
Avient Corp (AVNT) | 4.2 | $38M | 870k | 43.65 | |
Ensign (ENSG) | 3.5 | $32M | 260k | 123.69 | |
Colfax Corp (ENOV) | 2.3 | $21M | 460k | 45.20 | |
Siteone Landscape Supply (SITE) | 2.3 | $21M | 171k | 121.41 | |
Sotera Health (SHC) | 0.3 | $2.4M | 200k | 11.87 |