P2 CAPITAL PARTNERS, LLC
590 MADISON AVENUE, NEW YORK, New York, 10022, (212) 508-5500
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 14 |
| New Positions | 0 |
| Increased Positions | 3 |
| Decreased Positions | 1 |
| Positions with Activity | 4 |
| Sold Out Positions | 1 |
| Total Mkt Value (in $ millions) |
611 |
Sector Weighting
| Basic Materials | 5.51% |
| Capital Goods | 7.92% |
| Conglomerates | |
| Consumer Cyclical | 10.84% |
| Consumer/Non-Cyclical | |
| Energy | 3.06% |
| Financial | |
| Healthcare | 9.98% |
| Services | 13.02% |
| Technology | 19.85% |
| Transportation | 29.82% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
14 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| UTI WORLDWIDE INC | ORD | 159,849 | 5,514 | 3.57 | 10,233,580 |
| BALLY TECHNOLOGIES INC | COM | 66,170 | New | 1,181,603 | |
| FORRESTER RESH INC | COM | 63,838 | 7,774 | 13.87 | 1,798,252 |
| VCA ANTECH INC | COM | 60,959 | New | 2,458,036 | |
| ACI WORLDWIDE INC | COM | 57,858 | New | 1,270,200 | |
| BLOUNT INTL INC NEW | COM | 47,871 | 15,826 | 49.39 | 3,466,431 |
| MEDASSETS INC | COM | 43,917 | New | 2,513,829 | |
| MUELLER WTR PRODS INC | COM SER A | 33,611 | New | 4,542,064 | |
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 22,238 | New | 392,546 | |
| EPIQ SYS INC | COM | 19,413 | New | 1,630,000 | |
| SEMGROUP CORP | CL A | 18,666 | New | 342,500 | |
| CBIZ INC | COM | 15,646 | New | 2,418,265 | |
| MIDDLEBY CORP | COM | 492 | New | 2,984 | |
| CORELOGIC INC | COM | -9,365 | Sold Out | 0 |
Latest News Headlines
Multimedia Release -- Military Families Get a Memorial Day Surprise From Outback Steakhouse(R) and 10:00AM ET - GlobeNewswire
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