13F HOLDINGS REPORT
P2 Capital Partners, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004819
Total Value
$520.5M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CBIZ INC | CBZ | 1,716,325 | $90.9M | 17.46% |
| 2 | JBT MAREL CORPORATION | JBTM | 449,952 | $63.2M | 12.14% |
| 3 | ACADIA HEALTHCARE COMPANY IN | ACHC | 2,337,188 | $57.9M | 11.12% |
| 4 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 4,830,805 | $49.1M | 9.44% |
| 5 | BLACKBAUD INC | BLKB | 630,303 | $40.5M | 7.79% |
| 6 | TENNANT CO | TNC | 484,950 | $39.3M | 7.55% |
| 7 | ZETA GLOBAL HOLDINGS CORP | ZETA | 1,700,000 | $33.8M | 6.49% |
| 8 | ZETA GLOBAL HOLDINGS CORP | ZETA | 1,700,000 | $33.8M | 6.49% |
| 9 | LIVANOVA PLC | LIVN | 493,902 | $25.9M | 4.97% |
| 10 | HENRY SCHEIN INC | HSIC | 361,786 | $24.0M | 4.61% |
| 11 | MSA SAFETY INC | MNESP | 136,343 | $23.5M | 4.51% |
| 12 | AVIENT CORPORATION | AVNT | 624,934 | $20.6M | 3.96% |
| 13 | ENOVIS CORPORATION | ENOV | 595,000 | $18.1M | 3.47% |