13F HOLDINGS REPORT
P2 Capital Partners, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000829
Total Value
$390.3M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CBIZ INC | CBZ | 1,773,391 | $89.5M | 22.92% |
| 2 | JBT MAREL CORPORATION | JBTM | 449,952 | $67.8M | 17.37% |
| 3 | BLACKBAUD INC | BLKB | 630,303 | $39.9M | 10.22% |
| 4 | TENNANT CO | TNC | 484,950 | $35.7M | 9.16% |
| 5 | ZETA GLOBAL HOLDINGS CORP | ZETA | 1,700,000 | $34.6M | 8.86% |
| 6 | LIVANOVA PLC | LIVN | 493,902 | $30.4M | 7.79% |
| 7 | MSA SAFETY INC | MNESP | 185,675 | $29.7M | 7.62% |
| 8 | HENRY SCHEIN INC | HSIC | 361,786 | $27.3M | 7.00% |
| 9 | AVIENT CORPORATION | AVNT | 624,934 | $19.5M | 5.00% |
| 10 | ENOVIS CORPORATION | ENOV | 595,000 | $15.9M | 4.06% |