13F-HR filed by P2 Capital Partners, LLC
P2 Capital Partners, LLC filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-11-14, with 14 holding rows worth $764,221,908.
- Accession
- 0001172661-23-003891
- Filer
- CIK 1406313
- Filed
- 2023-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2023
A holdings report, 14 entries on the cover page, a total value of $764,221,908 stated on the cover page (in dollars after the unit check, H1), rows summing to $764,221,908 with VALUE read as dollars as filed, 13F file number 028-13302. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CBIZ INC | 124805102 | COM | 2,579,219 | $133,861,466 | dollars as filed | |
| BLACKBAUD INC COM | 09227Q100 | Stock | 1,750,000 | $123,060,000 | dollars as filed | |
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 1,370,000 | $96,324,700 | dollars as filed | |
| FULLER H B CO COM | 359694106 | Stock | 858,813 | $58,923,160 | dollars as filed | |
| TENNANT CO | 880345103 | COM | 711,530 | $52,759,950 | dollars as filed | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 286,211 | $46,781,188 | dollars as filed | |
| LIVANOVA PLC | G5509L101 | SHS | 850,000 | $44,948,000 | dollars as filed | |
| AVIENT CORPORATION | 05368V106 | COM | 1,202,435 | $42,470,004 | dollars as filed | |
| JBT MAREL CORPORATION | 477839104 | COM | 400,201 | $42,077,133 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 5,372,708 | $40,134,129 | dollars as filed | |
| R1 RCM INC | 77634L105 | COM | 2,505,017 | $37,750,606 | dollars as filed | |
| SOTERA HEALTH CO | 83601L102 | COM | 1,850,000 | $27,713,000 | dollars as filed | |
| PREMIER INC | 74051N102 | CL A | 532,201 | $11,442,322 | dollars as filed | |
| R1 RCM INC | 77634L105 | COM | 2,500,000 | $5,976,250 | dollars as filed | put |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-23-003891 | this filing | 2023-11-14 | acceptance time not in the bulk data set |