P2 Capital Partners, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
P2 Capital Partners, LLC disclosed 11 US equity positions worth $588.8m in its Q4 2024 13F filing. The largest position was CBZ at 25.1% of the reported book, followed by ACHC and JBTM. Against the Q3 2024 filing, it opened 1 new position, added to 1 and reduced 8 among the top 11 holdings.
What did P2 Capital Partners, LLC own in Q4 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CBZ CBIZ INC | Industrials | 25.1% | $148.0m | 1,808,955 | 0% | held |
| 2 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 14.8% | $87.0m | 2,194,288 | 40% | added |
| 3 | JBTM JOHN BEAN TECHNOLOGIES CORP | Industrials | 12.8% | $75.4m | 593,558 | -26% | reduced |
| 4 | BLKB BLACKBAUD INC | Technology | 9.5% | $56.0m | 758,179 | -43% | reduced |
| 5 | IAS INTEGRAL AD SCIENCE HLDNG CO | 8.5% | $50.2m | 4,810,000 | -35% | reduced | |
| 6 | TNC TENNANT CO | Industrials | 7.2% | $42.2m | 517,078 | -29% | reduced |
| 7 | HSIC HENRY SCHEIN INC | Healthcare | 6.9% | $40.4m | 583,316 | – | new |
| 8 | AVNT AVIENT CORPORATION | Basic Materials | 4.8% | $28.5m | 696,867 | -33% | reduced |
| 9 | LIVN LIVANOVA PLC | Healthcare | 4.0% | $23.7m | 510,802 | -51% | reduced |
| 10 | FUL FULLER H B CO | Basic Materials | 3.9% | $22.9m | 339,442 | -44% | reduced |
| 11 | ENOV ENOVIS CORPORATION | Healthcare | 2.5% | $14.5m | 330,000 | -28% | reduced |
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.