MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : P2 Capital Partners, LLC |
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P2 Capital Partners, LLC Portfolio (reported on 2021-02-16)
Company (links to holding history) |
Ticker |
Value On 2020-12-31 |
No of Shares |
% of portfolio |
HILTON GRAND VACATIONS INC (COM) |
|
79,254,000 |
2,528,047 |
5.37% |
PRIMO WATER CORPORATION (COM) |
|
94,361,000 |
6,017,906 |
6.40% |
CHANGE HEALTHCARE INC (COM) |
|
112,296,000 |
6,021,209 |
7.61% |
EVOQUA WATER TECHNOLOGIES CO (COM) |
|
95,581,000 |
3,542,677 |
6.48% |
AVIENT CORPORATION (COM) |
|
40,475,000 |
1,004,847 |
2.74% |
ACADIA HEALTHCARE COMPANY IN (COM) |
ACHC |
164,575,000 |
3,274,478 |
11.16% |
ACI WORLDWIDE INC (COM) |
ACIW |
84,546,000 |
2,200,000 |
5.73% |
BRINKS CO (COM) |
BCO |
141,670,000 |
1,967,632 |
9.61% |
CBIZ INC (COM) |
CBZ |
92,763,000 |
3,486,031 |
6.29% |
CDK GLOBAL INC (COM) |
CDK |
86,428,000 |
1,667,529 |
5.86% |
CORNERSTONE ONDEMAND INC (COM) |
CSOD |
100,611,000 |
2,284,526 |
6.82% |
EBIX INC (COM NEW) |
EBIX |
41,642,000 |
1,096,720 |
2.82% |
FULLER H B CO (COM) |
FUL |
80,311,000 |
1,548,014 |
5.44% |
KBR INC (COM) |
KBR |
39,332,000 |
1,271,635 |
2.66% |
MEDNAX INC (COM) |
MD |
73,582,000 |
2,998,445 |
4.99% |
NEXSTAR MEDIA GROUP INC (CL A) |
NXST |
79,252,000 |
725,816 |
5.37% |
OUTFRONT MEDIA INC (COM) |
OUT |
39,672,000 |
2,028,202 |
2.69% |
UPLAND SOFTWARE INC (COM) |
UPLD |
27,442,000 |
598,000 |
1.86% |
Total Value As 2020-12-31: |
1,473,793,000 |
SEC FILING |
* Portfolios do not reflect changes after reporting
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Investing Just Like P2 Capital Partners, LLC
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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