P2 Capital Partners, LLC Portfolio Holdings

P2 Capital Partners, LLC

  • $589 Million
  • Q4 2024

P2 Capital Partners, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $589 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cbiz, Inc. with a value of $148M, Acadia Healthcare Company, Inc. with a value of $87M, John Bean Technologies Corp with a value of $75.4M, Blackbaud Inc with a value of $56M, and Integral Ad Science Holding Corp. with a value of $50.2M.

Examining the 13F form we can see an decrease of $287M in the current position value, from $876M to 589M.

P2 Capital Partners, LLC is based out at New York, NY

Below you can find more details about P2 Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $589 Million
Industrials: $280 Million
Healthcare: $151 Million
Technology: $56 Million
Basic Materials: $51.4 Million
Communication Services: $50.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75B
$148 Million 25.14% of portfolio
1,808,955
Q4 2024 Added 0.47%
$2.7B
$87 Million 14.78% of portfolio
2,194,288
Q4 2024 Added 39.76%
$4.01B
$75.4 Million 12.81% of portfolio
593,558
Q4 2024 Reduced 25.82%
$3.45B
$56 Million 9.52% of portfolio
758,179
Q4 2024 Reduced 42.57%
$9.73B
$40.4 Million 6.86% of portfolio
583,316
Q4 2024 New
$3.82B
$28.5 Million 4.84% of portfolio
696,867
Q4 2024 Reduced 33.3%
$2.19B
$23.7 Million 4.02% of portfolio
510,802
Q4 2024 Reduced 51.35%
$2.98B
$22.9 Million 3.89% of portfolio
339,442
Q4 2024 Reduced 44.47%

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $589 Million
  • Prior Value $876 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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