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 Buys/Sells In Portfolio (reported on 2021-02-16)
Company |
Ticker |
Current Holdings |
Previous Holdings |
Sells/Buys |
% of change |
CHANGE HEALTHCARE INC (COM) | | 6,021,209 | 0 | | New Buy | CDK GLOBAL INC (COM) | CDK | 1,667,529 | 1,622,780 | | 2.75% | CORNERSTONE ONDEMAND INC (COM) | CSOD | 2,284,526 | 2,236,626 | | 2.14% | KBR INC (COM) | KBR | 1,271,635 | 1,351,635 | | 5.91% | FULLER H B CO (COM) | FUL | 1,548,014 | 1,706,031 | | 9.26% | OUTFRONT MEDIA INC (COM) | OUT | 2,028,202 | 2,294,868 | | 11.62% | EBIX INC (COM NEW) | EBIX | 1,096,720 | 1,253,000 | | 12.47% | EVOQUA WATER TECHNOLOGIES CO (CO | | 3,542,677 | 4,096,729 | | 13.52% | UPLAND SOFTWARE INC (COM) | UPLD | 598,000 | 700,000 | | 14.57% | PRIMO WATER CORPORATION (COM) | | 6,017,906 | 8,062,110 | | 25.35% | MEDNAX INC (COM) | MD | 2,998,445 | 4,102,000 | | 26.90% | NEXSTAR MEDIA GROUP INC (CL A) | NXST | 725,816 | 1,058,944 | | 31.45% | ACADIA HEALTHCARE COMPANY IN (CO | ACHC | 3,274,478 | 5,575,079 | | 41.26% | HILTON GRAND VACATIONS INC (COM) | | 2,528,047 | 5,661,209 | | 55.34% | AVIENT CORPORATION (COM) | | 1,004,847 | 4,343,022 | | 76.86% | Maximus, Inc. (COM) | MMS | 0 | 183,632 | | Sold Out |
* 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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