P2 Capital Partners, LLC Portfolio Holdings by Sector
P2 Capital Partners, LLC
- $846 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Specialty Industrial Machinery | Industrials
TNC JBT MIR 3 stocks |
$210,306
24.86% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
ACHC ENSG OPCH 3 stocks |
$154,944
18.32% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CBZ 1 stocks |
$109,822
12.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
FUL AVNT 2 stocks |
$101,217
11.97% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
BLKB 1 stocks |
$97,980
11.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
LIVN 1 stocks |
$44,752
5.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
SITE 1 stocks |
$44,569
5.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
SHC 1 stocks |
$35,429
4.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
IAS 1 stocks |
$26,719
3.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
RCM 1 stocks |
$20,157
2.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|