P2 Capital Partners 13F annual report

P2 Capital Partners is an investment fund managing more than $839 billion ran by Jason Carri. There are currently 16 companies in Mr. Carri’s portfolio. The largest investments include Acadia Healthcare Company In and Blackbaud Inc, together worth $203 billion.

$839 billion Assets Under Management (AUM)

As of 7th August 2024, P2 Capital Partners’s top holding is 1,510,000 shares of Acadia Healthcare Company In currently worth over $102 billion and making up 12.2% of the portfolio value. In addition, the fund holds 1,321,558 shares of Blackbaud Inc worth $101 billion, whose value grew 6.2% in the past six months. The third-largest holding is Cbiz Inc worth $81.8 billion and the next is John Bean Technologies Corp worth $71.2 billion, with 750,168 shares owned.

Currently, P2 Capital Partners's portfolio is worth at least $839 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at P2 Capital Partners

The P2 Capital Partners office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Jason Carri serves as the Chief Financial Officer at P2 Capital Partners.

Recent trades

In the most recent 13F filing, P2 Capital Partners revealed that it had opened a new position in Enovis Corporation and bought 460,000 shares worth $20.8 billion.

The investment fund also strengthened its position in Acadia Healthcare Company In by buying 210,000 additional shares. This makes their stake in Acadia Healthcare Company In total 1,510,000 shares worth $102 billion.

On the other hand, Jason Carri disclosed a decreased stake in Cbiz Inc by 0.2%. This leaves the value of the investment at $81.8 billion and 1,104,008 shares.

One of the average hedge funds

The two most similar investment funds to P2 Capital Partners are J. Stern & Co. LL.P. and James Investment Research Inc. They manage $839 billion and $838 billion respectively.

Jason Carri investment strategy

P2 Capital Partners’s portfolio is diversified across 5 sectors. Currently, their heaviest sector is Industrials — making up 28.4% of the total portfolio value. The fund focuses on investments in the United States as 62.5% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $3.49 billion.

The complete list of P2 Capital Partners trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Acadia Healthcare Company In	16.15% 1,510,000	$101,985,400,000	12.15%
Blackbaud Inc	No change 1,321,558	$100,663,073,000	12.00%
Cbiz Inc	21.09% 1,104,008	$81,806,993,000	9.75%
John Bean Technologies Corp	15.15% 750,168	$71,243,455,000	8.49%
R1 RCM Inc.	245.05% 5,400,000	$67,824,000,000	8.08%
Tennant Co.	No change 651,391	$64,122,930,000	7.64%
LivaNova PLC	18.75% 950,000	$52,079,000,000	6.21%
Mirion Technologies Inc	14.84% 4,701,000	$50,488,740,000	6.02%
Integral Ad Science Hldng Co	81.83% 4,872,973	$47,365,298,000	5.64%
Fuller H B Co	5.91% 611,326	$47,047,649,000	5.61%
Option Care Health, Inc.	109.82% 1,460,251	$40,448,953,000	4.82%
Avient Corporation	23.59% 869,835	$37,968,298,000	4.52%
Ensign Group Inc	13.04% 260,000	$32,159,400,000	3.83%
Enovis Corporation	Opened 460,000	$20,792,000,000	2.48%
SiteOne Landscape Supply Inc	32.99% 171,097	$20,772,887,000	2.48%
Sotera Health Co	93.22% 200,000	$2,374,000,000	0.28%
No transactions found
Showing first 500 out of 16 holdings