P2 Capital Partners

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