P2 Capital Partners, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
P2 Capital Partners, LLC disclosed 12 US equity positions worth $496.1m in its Q2 2025 13F filing. The largest position was CBZ at 26.1% of the reported book, followed by JBTM and ACHC. Against the Q1 2025 filing, it opened 1 new position, added to 4 and reduced 6 among the top 12 holdings.
What did P2 Capital Partners, LLC own in Q2 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CBZ CBIZ INC | Industrials | 26.1% | $129.5m | 1,806,308 | -6% | reduced |
| 2 | JBTM JBT MAREL CORPORATION | Industrials | 13.2% | $65.5m | 544,952 | -8% | reduced |
| 3 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 9.8% | $48.6m | 2,142,188 | 0% | held |
| 4 | IAS INTEGRAL AD SCIENCE HLDNG CO | 8.2% | $40.8m | 4,910,000 | 2% | added | |
| 5 | TNC TENNANT CO | Industrials | 7.9% | $39.1m | 504,950 | -2% | reduced |
| 6 | BLKB BLACKBAUD INC | Technology | 6.4% | $31.5m | 490,754 | 10% | added |
| 7 | HSIC HENRY SCHEIN INC | Healthcare | 5.5% | $27.5m | 376,786 | -33% | reduced |
| 8 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 5.3% | $26.3m | 1,700,000 | 134% | added |
| 9 | MSA MSA SAFETY INC | Industrials | 4.8% | $23.7m | 141,343 | – | new |
| 10 | LIVN LIVANOVA PLC | Healthcare | 4.7% | $23.1m | 513,902 | -7% | reduced |
| 11 | AVNT AVIENT CORPORATION | Basic Materials | 4.2% | $21.0m | 649,934 | -7% | reduced |
| 12 | ENOV ENOVIS CORPORATION | Healthcare | 3.9% | $19.4m | 617,149 | 87% | added |
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.