P2 Capital Partners, LLC Top Holdings and 13F Report (2024) → Dems have chosen Biden replacement? (From Paradigm Press) (Ad) About P2 Capital Partners, LLCInvestment ActivityP2 Capital Partners, LLC has $845.90 million in total holdings as of March 31, 2024.P2 Capital Partners, LLC owns shares of 15 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 8.89% of the portfolio was purchased this quarter.About 22.56% of the portfolio was sold this quarter.This quarter, P2 Capital Partners, LLC has purchased 15 new stocks and bought additional shares in 4 stocks.P2 Capital Partners, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings CBIZ $109,822,364Acadia Healthcare $102,986,000Blackbaud $97,980,310Tennant $79,215,660John Bean Technologies $68,329,751 Largest New Holdings this Quarter The Ensign Group $28,616,600 Holding Largest Purchases this Quarter The Ensign Group 230,000 shares (about $28.62M)Integral Ad Science 1,905,600 shares (about $19.00M)Option Care Health 309,500 shares (about $10.38M)John Bean Technologies 95,000 shares (about $9.96M)Sotera Health 600,000 shares (about $7.21M) Largest Sales this Quarter CBIZ 1,096,186 shares (about $86.05M)R1 RCM 1,970,294 shares (about $25.38M)Blackbaud 331,381 shares (about $24.57M)SiteOne Landscape Supply 80,869 shares (about $14.12M)Tennant 60,139 shares (about $7.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofP2 Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCBZCBIZ$109,822,364$86,050,601 ▼-43.9%1,399,01113.0%Business ServicesACHCAcadia Healthcare$102,986,000$5,545,400 ▼-5.1%1,300,00012.2%MedicalBLKBBlackbaud$97,980,310$24,568,587 ▼-20.0%1,321,55811.6%Computer and TechnologyTNCTennant$79,215,660$7,313,504 ▼-8.5%651,3919.4%Industrial ProductsJBTJohn Bean Technologies$68,329,751$9,964,550 ▲17.1%651,4428.1%Industrial ProductsMIRMirion Technologies$62,762,400$3,719,377 ▼-5.6%5,520,0007.4%Business ServicesFULH.B. Fuller$51,809,869$6,704,380 ▼-11.5%649,7356.1%Basic MaterialsAVNTAvient$49,408,079$2,777,600 ▼-5.3%1,138,4355.8%Basic MaterialsLIVNLivaNova$44,752,000$2,797,000 ▼-5.9%800,0005.3%MedicalSITESiteOne Landscape Supply$44,569,946$14,115,684 ▼-24.1%255,3425.3%Industrial ProductsSHCSotera Health$35,429,500$7,206,000 ▲25.5%2,950,0004.2%MedicalENSGThe Ensign Group$28,616,600$28,616,600 ▲New Holding230,0003.4%MedicalIASIntegral Ad Science$26,719,600$18,998,832 ▲246.1%2,680,0003.2%Business ServicesOPCHOption Care Health$23,342,029$10,380,630 ▲80.1%695,9462.8%MedicalRCMR1 RCM$20,157,200$25,377,387 ▼-55.7%1,565,0002.4%Business ServicesPINCPremier$0$11,900,014 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
