P2 Capital Partners, LLC 13F Holdings
CIK 0001406313 · New York, NY
As of Sep 30, 2025, P2 Capital Partners, LLC reported 12 positions worth $520.5M in its SEC Form 13F filing.
Top 12 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CBIZ INC | CBZ | Industrials | 1,716,325 | $90.9M | 17.46% |
| ZETA GLOBAL HOLDINGS CORP | ZETA | Technology | 3,400,000 | $67.6M | 12.98% |
| JBT MAREL CORP | JBTM | Industrials | 449,952 | $63.2M | 12.14% |
| ACADIA HEALTHCARE COMPANY INC | ACHC | Healthcare | 2,337,188 | $57.9M | 11.12% |
| INTEGRAL AD SCIENCE HOLDING CORP | IAS | Communication Services | 4,830,805 | $49.1M | 9.44% |
| BLACKBAUD INC | BLKB | Technology | 630,303 | $40.5M | 7.79% |
| TENNANT CO | TNC | Industrials | 484,950 | $39.3M | 7.55% |
| LIVANOVA PLC | LIVN | Healthcare | 493,902 | $25.9M | 4.97% |
| HENRY SCHEIN INC | HSIC | Healthcare | 361,786 | $24.0M | 4.61% |
| MSA SAFETY INC | MSA | Industrials | 136,343 | $23.5M | 4.51% |
| AVIENT CORP | AVNT | Basic Materials | 624,934 | $20.6M | 3.96% |
| ENOVIS CORP | ENOV | Industrials | 595,000 |