P2 Capital Partners, LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
P2 Capital Partners, LLC disclosed 15 US equity positions worth $875.8m in its Q3 2024 13F filing. The largest position was CBZ at 13.8% of the reported book, followed by BLKB and ACHC.
What did P2 Capital Partners, LLC own in Q3 2024? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CBZ CBIZ INC | Industrials | 13.8% | $121.2m | 1,800,532 | – | |
| 2 | BLKB BLACKBAUD INC | Technology | 12.8% | $111.8m | 1,320,251 | – | |
| 3 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 11.4% | $99.6m | 1,570,000 | – | |
| 4 | IAS INTEGRAL AD SCIENCE HLDNG CO | 9.1% | $79.5m | 7,354,317 | – | ||
| 5 | JBTM JOHN BEAN TECHNOLOGIES CORP | Industrials | 9.0% | $78.8m | 800,168 | – | |
| 6 | TNC TENNANT CO | Industrials | 8.0% | $69.9m | 727,391 | – | |
| 7 | OPCH OPTION CARE HEALTH INC | Healthcare | 7.0% | $60.9m | 1,945,000 | – | |
| 8 | LIVN LIVANOVA PLC | Healthcare | 6.3% | $55.2m | 1,050,000 | – | |
| 9 | AVNT AVIENT CORPORATION | Basic Materials | 6.0% | $52.6m | 1,044,835 | – | |
| 10 | FUL FULLER H B CO | Basic Materials | 5.5% | $48.5m | 611,326 | – | |
| 11 | MIR MIRION TECHNOLOGIES INC | Industrials | 4.2% | $37.1m | 3,350,000 | – | |
| 12 | ENSG ENSIGN GROUP INC | Healthcare | 3.8% | $33.1m | 230,000 | – | |
| 13 | ENOV ENOVIS CORPORATION | Healthcare | 2.3% | $19.8m | 460,000 | – | |
| 14 | SITE SITEONE LANDSCAPE SUPPLY INC | Industrials | 0.5% | $4.6m | 30,592 | – | |
| 15 | SHC SOTERA HEALTH CO | Healthcare | 0.4% | $3.3m | 200,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.