P2 Capital Partners, LLC — Q1 2016 13F Holdings

Name: P2 Capital Partners, LLC — 13F Holdings, Q1 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001406313

Total reported value

$209.9M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	✓	Epiq Sys INC Epiq Sys INC Com	Stock-Other	14.11%	—	—
2	✓	Blount Intl INC New	Stock-Other	11.12%	—	—
3	EBIXEUR	Ebix INC	Stock-Other	10.55%	—	-1.47%
4	SFLY	Shutterfly LLC	Stock-Other	10.38%	—	—
5	PTC	Ptc INC	Stock-Tech	10.22%	—	+29.87%
6	✓		Stock-Other	9.91%	—	+134.44%
7	ACIW	Aci Worldwide INC	Stock-Tech	9.25%	—	+55.94%
8	FORR	Forrester Research INC	Stock-Other	5.83%	—	—
9	ABG	Asbury Automotive Group	Stock-Consumer Disc	5.08%	—	-16.79%
10	MWA	Mueller Water Products Inc-a	Stock-Industrials	4.11%	—	+18.84%
11	GLPI	Gaming And Leisure Propertie	Stock-Real Estate	3.57%	—	+50.00%
12	BCBEUR	Primo Water CORP	Stock-Other	3.54%	—	—
13	CTRL	Control4 CORP	Stock-Other	1.42%	—	—
14	CBZ	Cbiz INC	Stock-Other	0.91%	-8.33%	-44.27%

Position changes disclosed by P2 Capital Partners, LLC for the quarter ending Q1 2016, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓		+4%	+134.44%	Add
2	ACIW	Aci Worldwide INC	+2.6%	+55.94%	Add
3	PTC	Ptc INC	+1.2%	+29.87%	Add
4	GLPI	Gaming And Leisure Propertie	+1.2%	+50.00%	Add
5	EBIXEUR	Ebix INC	+1.1%	-1.47%	Trim
6	MWA	Mueller Water Products Inc-a	+0.8%	+18.84%	Add
7	✓	Epiq Sys INC Epiq Sys INC Com	+0.7%	—	Unchanged
8	FORR	Forrester Research INC	+0.4%	—	Unchanged
9	CTRL	Control4 CORP	—	—	Unchanged
10	SFLY	Shutterfly LLC	-0.5%	—	Unchanged
11	CBZ	Cbiz INC	-0.8%	-44.27%	Trim
12	✓	Blount Intl INC New	-0.9%	—	Unchanged
13	ABG	Asbury Automotive Group	-2.5%	-16.79%	Trim
14	✓	Uti Worldwide INC	—	EXIT	Sold out
15	BCBEUR	Primo Water CORP	—	NEW	New buy