Institutional Manager · CIK 0001406313
P2 Capital Partners, LLC
New York, NY · File #028-13302
Latest AUM
$390.3M
Positions
10
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202510 pos · $390.3M
- 13F HOLDINGS REPORTQ/E Sep 202513 pos · $520.5M
- 13F HOLDINGS REPORTQ/E Jun 202513 pos · $522.5M
- 13F HOLDINGS REPORTQ/E Mar 202512 pos · $515.2M
- 13F HOLDINGS REPORTQ/E Dec 202411 pos · $588.8M
- 13F HOLDINGS REPORTQ/E Sep 202415 pos · $875.8M
- 13F HOLDINGS REPORTQ/E Jun 202418 pos · $911.8M
- 13F HOLDINGS REPORTQ/E Mar 202415 pos · $845.9M
- 13F HOLDINGS REPORTQ/E Dec 202314 pos · $764.2M
- 13F HOLDINGS REPORTQ/E Sep 202315 pos · $859.2M
- 13F HOLDINGS REPORTQ/E Jun 202315 pos · $780.1M
- 13F HOLDINGS REPORTQ/E Mar 202315 pos · $756.4M
Top 10 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |