SEC 13F Intelligence

P2 Capital Partners, LLC / CDK

P2 Capital Partners, LLC’s Cdk Global Inc Position

Does P2 Capital Partners, LLC own Cdk Global Inc (CDK)? Not currently — the last reported position was 1.11M shares worth $54M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$54M
Q1 2022
Shares
1.11M
% of Portfolio
+5.13%
Quarters Held
8
position exited

Position History CDK

Reported value by quarter
Q2 ’20: $62MQ2 ’20Q3 ’20: $71MQ3 ’20Q4 ’20: $86MQ4 ’20Q1 ’21: $90MQ1 ’21Q2 ’21: $75MQ2 ’21Q3 ’21: $64MQ3 ’21Q4 ’21: $63MQ4 ’21Q1 ’22: $54MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20221.11M$54M+5.13%
Q4 20211.51M$63M+4.90%
Q3 20211.51M$64M+5.41%
Q2 20211.51M$75M+5.62%
Q1 20211.67M$90M+5.98%
Q4 20201.67M$86M+5.86%
Q3 20201.62M$71M+5.54%
Q2 20201.50M$62M+5.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See P2 Capital Partners, LLC’s full portfolio or all institutional holders of CDK.