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STOCK TICKER:

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 Portfolio (reported on 2021-05-17)
Company (links to holding history) Ticker Value On
2021-03-31
No of Shares % of portfolio
EVOQUA WATER TECHNOLOGIES CO    (COM) 85,631,000 3,255,930 5.68%
AVIENT CORPORATION    (COM) 66,256,000 1,401,647 4.39%
PRIMO WATER CORPORATION    (COM) 107,372,000 6,603,472 7.12%
HILTON GRAND VACATIONS INC    (COM) 63,604,000 1,696,563 4.21%
ACADIA HEALTHCARE COMPANY IN    (COM) ACHC 144,532,000 2,529,442 9.58%
ACI WORLDWIDE INC    (COM) ACIW 77,505,000 2,036,920 5.14%
BRINKS CO    (COM) BCO 155,895,000 1,967,632 10.34%
BLUCORA INC    (COM) BCOR 38,272,000 2,300,000 2.53%
CBIZ INC    (COM) CBZ 113,854,000 3,486,031 7.55%
CDK GLOBAL INC    (COM) CDK 90,147,000 1,667,529 5.98%
CORNERSTONE ONDEMAND INC    (COM) CSOD 121,143,000 2,779,782 8.03%
FULLER H B CO    (COM) FUL 97,386,000 1,548,014 6.46%
ISHARES TR    (RUSSELL 2000 ETF) IWM 53,150,000 240,564 3.52%
KBR INC    (COM) KBR 58,384,000 1,520,821 3.87%
NEXSTAR MEDIA GROUP INC    (CL A) NXST 84,639,000 602,712 5.61%
OUTFRONT MEDIA INC    (COM) OUT 44,276,000 2,028,202 2.93%
PREMIER INC    (CL A) PINC 3,671,000 108,463 0.24%
TENNANT CO    (COM) TNC 14,780,000 185,000 0.98%
UPLAND SOFTWARE INC    (COM) UPLD 50,167,000 1,063,081 3.32%
VONAGE HLDGS CORP    (COM) VG 36,582,000 3,094,900 2.42%
Total Value As 2021-03-31: 1,507,246,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
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George Soros

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