13F HOLDINGS REPORT
P2 Capital Partners, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002346
Total Value
$515.2M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CBIZ INC | CBZ | 1,917,063 | $145.4M | 28.23% |
| 2 | JBT MAREL CORPORATION | JBTM | 593,558 | $72.5M | 14.08% |
| 3 | ACADIA HEALTHCARE COMPANY IN | ACHC | 2,142,188 | $65.0M | 12.61% |
| 4 | TENNANT CO | TNC | 517,078 | $41.2M | 8.00% |
| 5 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 4,810,000 | $38.8M | 7.53% |
| 6 | HENRY SCHEIN INC | HSIC | 562,786 | $38.5M | 7.48% |
| 7 | BLACKBAUD INC | BLKB | 446,259 | $27.7M | 5.37% |
| 8 | AVIENT CORPORATION | AVNT | 696,867 | $25.9M | 5.03% |
| 9 | LIVANOVA PLC | LIVN | 552,902 | $21.7M | 4.22% |
| 10 | FULLER H B CO | FUL | 284,442 | $16.0M | 3.10% |
| 11 | ENOVIS CORPORATION | ENOV | 330,000 | $12.6M | 2.45% |
| 12 | ZETA GLOBAL HOLDINGS CORP | ZETA | 725,000 | $9.8M | 1.91% |