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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 2019-11-14)
Company (links to holding history) Ticker Value On
No of Shares % of portfolio
NEXSTAR MEDIA GROUP INC    (CL A) NXST 211,653,000 2,068,741 14.29%
ACADIA HEALTHCARE COMPANY IN    (COM) ACHC 200,777,000 6,460,000 13.56%
BRINKS CO    (COM) BCO 195,407,000 2,355,719 13.20%
HILTON GRAND VACATIONS INC    (COM) 144,000,000 4,500,000 9.72%
MAXIMUS INC    (COM) MMS 96,493,000 1,248,939 6.51%
EVOQUA WATER TECHNOLOGIES CO    (COM) 91,437,000 5,372,298 6.17%
FULLER H B CO    (COM) FUL 82,919,000 1,780,904 5.60%
COTT CORP QUE    (COM) COT 79,408,000 6,367,901 5.36%
CBIZ INC    (COM) CBZ 70,191,000 2,986,867 4.74%
MEDNAX INC    (COM) MD 62,205,000 2,750,000 4.20%
ACI WORLDWIDE INC    (COM) ACIW 61,240,000 1,955,000 4.13%
EBIX INC    (COM NEW) EBIX 60,809,000 1,444,400 4.10%
GROUPON INC    (COM) GRPN 49,398,000 18,570,778 3.33%
SP PLUS CORP    (COM) SP 42,336,000 1,144,218 2.86%
HEALTH INS INNOVATIONS INC    (COM CL A) HIIQ 20,692,000 830,000 1.39%
QUOTIENT TECHNOLOGY INC    (COM) 11,130,000 1,423,255 0.75%
Total Value As 2019-09-30: 1,480,095,000 SEC FILING
* Portfolios do not reflect changes after reporting
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