P2 Capital Partners, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
P2 Capital Partners, LLC disclosed 12 US equity positions worth $515.2m in its Q1 2025 13F filing. The largest position was CBZ at 28.2% of the reported book, followed by JBTM and ACHC. Against the Q4 2024 filing, it opened 1 new position, added to 2 and reduced 4 among the top 12 holdings.
What did P2 Capital Partners, LLC own in Q1 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CBZ CBIZ INC | Industrials | 28.2% | $145.4m | 1,917,063 | 6% | added |
| 2 | JBTM JBT MAREL CORPORATION | Industrials | 14.1% | $72.5m | 593,558 | 0% | held |
| 3 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 12.6% | $65.0m | 2,142,188 | -2% | reduced |
| 4 | TNC TENNANT CO | Industrials | 8.0% | $41.2m | 517,078 | 0% | held |
| 5 | IAS INTEGRAL AD SCIENCE HLDNG CO | 7.5% | $38.8m | 4,810,000 | 0% | held | |
| 6 | HSIC HENRY SCHEIN INC | Healthcare | 7.5% | $38.5m | 562,786 | -4% | reduced |
| 7 | BLKB BLACKBAUD INC | Technology | 5.4% | $27.7m | 446,259 | -41% | reduced |
| 8 | AVNT AVIENT CORPORATION | Basic Materials | 5.0% | $25.9m | 696,867 | 0% | held |
| 9 | LIVN LIVANOVA PLC | Healthcare | 4.2% | $21.7m | 552,902 | 8% | added |
| 10 | FUL FULLER H B CO | Basic Materials | 3.1% | $16.0m | 284,442 | -16% | reduced |
| 11 | ENOV ENOVIS CORPORATION | Healthcare | 2.4% | $12.6m | 330,000 | 0% | held |
| 12 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 1.9% | $9.8m | 725,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.