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 Latest Top 20 Portfolio Holdings: (Filing Date: 2020-11-16) --- full portfolio
Company (links to holding history) |
Ticker |
Value On 2020-09-30 |
No of Shares |
% of portfolio |
Acadia Healthcare Company, Inc. (COM) |
ACHC |
164,353,000 |
5,575,079 |
12.86% |
Primo Water Corporation (COM) |
|
114,482,000 |
8,062,110 |
8.95% |
Nexstar Media Group, Inc. (CLA) |
NXST |
95,231,000 |
1,058,944 |
7.45% |
Evoqua Water Technologies Corp (COM) |
|
92,159,000 |
4,343,022 |
7.21% |
Hilton Grand Vacations, Inc. (COM) |
|
85,949,000 |
4,096,729 |
6.72% |
Change Healthcare Inc. (COM) |
|
82,144,000 |
5,661,209 |
6.42% |
Cornerstone OnDemand, Inc. (COM) |
CSOD |
81,324,000 |
2,236,626 |
6.36% |
Brink's Company (COM) |
BCO |
80,850,000 |
1,967,632 |
6.32% |
CBIZ, Inc. (COM) |
CBZ |
79,726,000 |
3,486,031 |
6.23% |
H.B. Fuller Company (COM) |
FUL |
78,102,000 |
1,706,031 |
6.11% |
CDK Global, Inc. (COM) |
CDK |
70,737,000 |
1,622,780 |
5.53% |
Mednax, Inc. (COM) |
MD |
66,781,000 |
4,102,000 |
5.22% |
ACI Worldwide, Inc (COM) |
ACIW |
57,486,000 |
2,200,000 |
4.49% |
OUTFRONT Media Inc. (COM) |
OUT |
33,390,000 |
2,294,868 |
2.61% |
KBR, Inc. (COM) |
KBR |
30,223,000 |
1,351,635 |
2.36% |
Upland Software, Inc. (COM) |
UPLD |
26,390,000 |
700,000 |
2.06% |
Ebix Inc. (COM NEW) |
EBIX |
25,812,000 |
1,253,000 |
2.02% |
Maximus, Inc. (COM) |
MMS |
12,562,000 |
183,632 |
0.98% |
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Investing Just Like P2 Capital Partners, LLC
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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