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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 Latest Top 20 Portfolio Holdings: (Filing Date: 2021-02-16) --- full portfolio
Company (links to holding history) Ticker Value On
2020-12-31
No of Shares % of portfolio
ACADIA HEALTHCARE COMPANY IN    (COM) ACHC 164,575,000 3,274,478 11.16%
BRINKS CO    (COM) BCO 141,670,000 1,967,632 9.61%
CHANGE HEALTHCARE INC    (COM) 112,296,000 6,021,209 7.61%
CORNERSTONE ONDEMAND INC    (COM) CSOD 100,611,000 2,284,526 6.82%
EVOQUA WATER TECHNOLOGIES CO    (COM) 95,581,000 3,542,677 6.48%
PRIMO WATER CORPORATION    (COM) 94,361,000 6,017,906 6.40%
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%
ACI WORLDWIDE INC    (COM) ACIW 84,546,000 2,200,000 5.73%
FULLER H B CO    (COM) FUL 80,311,000 1,548,014 5.44%
HILTON GRAND VACATIONS INC    (COM) 79,254,000 2,528,047 5.37%
NEXSTAR MEDIA GROUP INC    (CL A) NXST 79,252,000 725,816 5.37%
MEDNAX INC    (COM) MD 73,582,000 2,998,445 4.99%
EBIX INC    (COM NEW) EBIX 41,642,000 1,096,720 2.82%
AVIENT CORPORATION    (COM) 40,475,000 1,004,847 2.74%
OUTFRONT MEDIA INC    (COM) OUT 39,672,000 2,028,202 2.69%
KBR INC    (COM) KBR 39,332,000 1,271,635 2.66%
UPLAND SOFTWARE INC    (COM) UPLD 27,442,000 598,000 1.86%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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