13F HOLDINGS REPORT
P2 Capital Partners, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003359
Total Value
$522.5M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CBIZ INC | CBZ | 1,806,308 | $129.5M | 24.79% |
| 2 | JBT MAREL CORPORATION | JBTM | 544,952 | $65.5M | 12.54% |
| 3 | ACADIA HEALTHCARE COMPANY IN | ACHC | 2,142,188 | $48.6M | 9.30% |
| 4 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 4,910,000 | $40.8M | 7.81% |
| 5 | TENNANT CO | TNC | 504,950 | $39.1M | 7.49% |
| 6 | BLACKBAUD INC | BLKB | 490,754 | $31.5M | 6.03% |
| 7 | HENRY SCHEIN INC | HSIC | 376,786 | $27.5M | 5.27% |
| 8 | ZETA GLOBAL HOLDINGS CORP | ZETA | 1,700,000 | $26.3M | 5.04% |
| 9 | ZETA GLOBAL HOLDINGS CORP | ZETA | 1,700,000 | $26.3M | 5.04% |
| 10 | MSA SAFETY INC | MNESP | 141,343 | $23.7M | 4.53% |
| 11 | LIVANOVA PLC | LIVN | 513,902 | $23.1M | 4.43% |
| 12 | AVIENT CORPORATION | AVNT | 649,934 | $21.0M | 4.02% |
| 13 | ENOVIS CORPORATION | ENOV | 617,149 | $19.4M | 3.70% |