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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

P2 Capital Partners, LLC INSTITUTION : P2 Capital Partners, LLC
P2 Capital Partners, LLC Portfolio (reported on 2020-02-14)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
ACADIA HEALTHCARE COMPANY IN    (COM) ACHC 185,204,000 5,575,079 13.58%
ACI WORLDWIDE INC    (COM) ACIW 47,825,000 1,262,375 3.50%
BRINKS CO    (COM) BCO 149,133,000 1,644,607 10.93%
CBIZ INC    (COM) CBZ 75,129,000 2,786,667 5.51%
COTT CORP QUE    (COM) COT 61,788,000 4,516,639 4.53%
EBIX INC    (COM NEW) EBIX 35,057,000 1,049,297 2.57%
EVOQUA WATER TECHNOLOGIES CO    (COM) 82,286,000 4,342,273 6.03%
FULLER H B CO    (COM) FUL 72,370,000 1,403,332 5.30%
GROUPON INC    (COM) GRPN 44,384,000 18,570,778 3.25%
HEALTH INS INNOVATIONS INC    (COM CL A) HIIQ 31,443,000 1,630,000 2.30%
HILTON GRAND VACATIONS INC    (COM) 154,755,000 4,500,000 11.35%
MAXIMUS INC    (COM) MMS 63,980,000 860,064 4.69%
MEDNAX INC    (COM) MD 108,382,000 3,900,025 7.94%
NEXSTAR MEDIA GROUP INC    (CL A) NXST 199,406,000 1,700,688 14.62%
SP PLUS CORP    (COM) SP 52,156,000 1,229,232 3.82%
Total Value As 2019-12-31: 1,363,298,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
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