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CIK: 0001406313
Total reported value
$245.6M
$245.6M
11 檔
169.7%
As reported in its official Q4 2024 Form 13F filing, P2 Capital Partners, LLC's tracked investment portfolio stood at $245.6M with 11 total positions.
In Q4 2024, P2 Capital Partners, LLC adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CBZ | Cbiz Inc | Stock-Other | 25.14% | +0.26% | +0.47% | |
| 2 | ACHC | Acadia Healthcare Co Inc | Stock-Other | 14.78% | +1.57% | +39.76% | |
| 3 | JBTM | Jbt Marel CORP | Stock-Industrials | 12.81% | -0.42% | -25.82% | |
| 4 | BLKB | Blackbaud Inc | Stock-Other | 9.52% | -3.06% | -42.57% | |
| 5 | IAS | Integral Ad Science Holding | Stock-Other | 8.53% | — | -34.60% | |
| 6 | TNC | Tennant Co | Stock-Other | 7.16% | -1.59% | -28.91% | |
| 7 | HSIC | Henry Schein Inc | Stock-Healthcare | 6.86% | -1.51% | — | |
| 8 | AVNT | Avient CORP | Stock-Materials | 4.84% | — | -33.30% | |
| 9 | LIVN | LivaNova PLC | Stock-Other | 4.02% | -3.79% | -51.35% | |
| 10 | FUL | H.b. Fuller Co. | Stock-Materials | 3.89% | — | -44.47% | |
| 11 | ENOV | Enovis CORP | Stock-Other | 2.46% | -0.77% | -28.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CBZ | Cbiz Inc | +11.3% | +0.47% | Add |
| 2 | HSIC | Henry Schein Inc | +6.9% | NEW | New buy |
| 3 | JBTM | Jbt Marel CORP | +3.8% | -25.82% | Trim |
| 4 | ACHC | Acadia Healthcare Co Inc | +3.4% | +39.76% | Add |
| 5 | ENOV | Enovis CORP | +0.2% | -28.26% | Trim |
| 6 | SHC | Sotera Health Co | -0.4% | EXIT | Sold out |
| 7 | SITE | Siteone Landscape Supply Inc | -0.5% | EXIT | Sold out |
| 8 | IAS | Integral Ad Science Holding | -0.6% | -34.60% | Trim |
| 9 | TNC | Tennant Co | -0.8% | -28.91% | Trim |
| 10 | AVNT | Avient CORP | -1.2% | -33.30% | Trim |
| 11 | FUL | H.b. Fuller Co. | -1.7% | -44.47% | Trim |
| 12 | LIVN | LivaNova PLC | -2.3% | -51.35% | Trim |
| 13 | BLKB | Blackbaud Inc | -3.3% | -42.57% | Trim |
| 14 | ENSG | Ensign Group Inc/the | -3.8% | EXIT | Sold out |
| 15 | MIR | Mirion Technologies Inc | -4.2% | EXIT | Sold out |
| 16 | OPCH | Option Care Health Inc | -7% | EXIT | Sold out |
According to official SEC Form 13F filings, P2 Capital Partners, LLC reported a total U.S. public equity portfolio value of $245.6M across 11 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CBZ, ACHC, JBTM) accounted for 169.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
HSIC
市值: $40.4M
Top Position Liquidated / Trimmed
OPCH
前期市值: $60.9M
During Q4 2024, P2 Capital Partners, LLC's top holdings by market value included CBZ (25.1%)、ACHC (14.8%)、JBTM (12.8%). The largest single position, CBZ, represented 25.1% of total portfolio value.
In Q4 2024, P2 Capital Partners, LLC made 16 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 8 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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