P2 Capital Partners, LLC
CIK 1406313 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- CBZ12.98%
- ACHC12.17%
- BLKB11.58%
- TNC9.36%
- JBTM8.08%
- MIR7.42%
- FUL6.12%
- AVNT5.84%
- LIVN5.29%
- SITE5.27%
Share classes counted separately84.11%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CBZWeight decreased · -4.21 pp17.19% → 12.98%Shares -1.10M (-43.93%)
- BLKBWeight decreased · -4.19 pp15.77% → 11.58%Shares -331.38K (-20.05%)
- TNCWeight increased · +2.10 pp7.26% → 9.36%Shares -60.14K (-8.45%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 15
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CBZCBIZ INC View history and evidence | $109.82M | 12.98% | 1.40M shares | 17.19% → 12.98%-4.21 pp -1.10M (-43.93%) | Reduced | ↗▾ |
| 02 | ACHCACADIA HEALTHCARE CO INC View history and evidence | $102.99M | 12.17% | 1.30M shares | 11.72% → 12.17%+0.45 pp -70.00K (-5.11%) | Reduced | ↗▾ |
| 03 | BLKBBLACKBAUD INC View history and evidence | $97.98M | 11.58% | 1.32M shares | 15.77% → 11.58%-4.19 pp -331.38K (-20.05%) | Reduced | ↗▾ |
| 04 | TNCTENNANT CO View history and evidence | $79.22M | 9.36% | 651.39K shares | 7.26% → 9.36%+2.10 pp -60.14K (-8.45%) | Reduced | ↗▾ |
| 05 | JBTMJBT MAREL CORP View history and evidence | $68.33M | 8.08% | 651.44K shares | 6.09% → 8.08%+1.99 pp +95.00K (+17.07%) | Added | ↗▾ |
| 06 | MIRMIRION TECHNOLOGIES INCCOM CL A View history and evidence | $62.76M | 7.42% | 5.52M shares | 6.60% → 7.42%+0.82 pp -327.12K (-5.59%) | Reduced | ↗▾ |
| 07 | FULH.B. FULLER CO. View history and evidence | $51.81M | 6.12% | 649.74K shares | 6.57% → 6.12%-0.45 pp -84.08K (-11.46%) | Reduced | ↗▾ |
| 08 | AVNTAVIENT CORP View history and evidence | $49.41M | 5.84% | 1.14M shares | 5.50% → 5.84%+0.34 pp -64.00K (-5.32%) | Reduced | ↗▾ |
| 09 | LIVNLIVANOVA PLCSHS View history and evidence | $44.75M | 5.29% | 800.00K shares | 4.84% → 5.29%+0.45 pp -50.00K (-5.88%) | Reduced | ↗▾ |
| 10 | SITESITEONE LANDSCAPE SUPPLY INC View history and evidence | $44.57M | 5.27% | 255.34K shares | 6.01% → 5.27%-0.74 pp -80.87K (-24.05%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 74051N102 PREMIER INC-CLASS A | Non-derivative | -532,201 | -$11.90M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1406313 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 845901308
}Take these holdings further.
This page includes 15 of 15 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 15 of 15 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1406313","quarter":"2024Q1","page_size":100}
get_institutional_manager_history
{"cik":"1406313","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.