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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 2020-08-14)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ACADIA HEALTHCARE COMPANY IN    (COM) ACHC 140,046,000 5,575,079 11.69%
PRIMO WATER CORPORATION    (COM) 110,854,000 8,062,110 9.25%
NEXSTAR MEDIA GROUP INC    (CL A) NXST 110,571,000 1,321,197 9.23%
BRINKS CO    (COM) BCO 89,971,000 1,976,961 7.51%
HILTON GRAND VACATIONS INC    (COM) 82,614,000 4,225,762 6.90%
EVOQUA WATER TECHNOLOGIES CO    (COM) 80,780,000 4,343,022 6.74%
CBIZ INC    (COM) CBZ 79,965,000 3,336,031 6.67%
FULLER H B CO    (COM) FUL 76,089,000 1,706,031 6.35%
MEDNAX INC    (COM) MD 70,144,000 4,102,000 5.85%
CDK GLOBAL INC    (COM) CDK 62,141,000 1,500,270 5.19%
CORNERSTONE ONDEMAND INC    (COM) CSOD 61,835,000 1,603,600 5.16%
ACI WORLDWIDE INC    (COM) ACIW 53,845,000 1,995,000 4.49%
CHANGE HEALTHCARE INC    (COM) 52,399,000 4,678,454 4.37%
MAXIMUS INC    (COM) MMS 48,697,000 691,233 4.06%
OUTFRONT MEDIA INC    (COM) OUT 32,518,000 2,294,868 2.71%
EBIX INC    (COM NEW) EBIX 28,017,000 1,253,000 2.34%
SP PLUS CORP    (COM) SP 16,781,000 810,295 1.40%
Total Value As 2020-06-30: 1,197,267,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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