Filed: 5/15/2025ACC: 0001172661-25-002346
📋 What this filing means
P2 CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $515.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$515.17M
Total AUM (reported)
13.58M
Total Shares
Allocation by class
COM$483.62M93.9%
SHS$21.72M4.2%
CL A$9.83M1.9%
Portfolio Concentration
Top 3$282.91M54.9%
4–10$209.82M40.7%
11–25$22.44M4.4%
Top 3 weight
54.9%
Top 10 weight
95.6%
Voting Authority Distribution
Total shares with voting rights: 13.58M
Sole
Full voting authority
13.58M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other12
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
CBIZ INC
DFNDShares1.92M
TypeSH
Market value$145.43M
28.23%
Sole
1.92M
Shared
0.00
None
0.00
JBT MAREL CORPORATION
DFNDShares593.56K
TypeSH
Market value$72.53M
14.08%
Sole
593.56K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
DFNDShares2.14M
TypeSH
Market value$64.95M
12.61%
Sole
2.14M
Shared
0.00
None
0.00
TENNANT CO
DFNDShares517.08K
TypeSH
Market value$41.24M
8.00%
Sole
517.08K
Shared
0.00
None
0.00
INTEGRAL AD SCIENCE HLDNG CO
DFNDShares4.81M
TypeSH
Market value$38.77M
7.53%
Sole
4.81M
Shared
0.00
None
0.00
HENRY SCHEIN INC
DFNDShares562.79K
TypeSH
Market value$38.55M
7.48%
Sole
562.79K
Shared
0.00
None
0.00
BLACKBAUD INC
DFNDShares446.26K
TypeSH
Market value$27.69M
5.37%
Sole
446.26K
Shared
0.00
None
0.00
AVIENT CORPORATION
DFNDShares696.87K
TypeSH
Market value$25.90M
5.03%
Sole
696.87K
Shared
0.00
None
0.00
LIVANOVA PLC
DFNDShares552.90K
TypeSH
Market value$21.72M
4.22%
Sole
552.90K
Shared
0.00
None
0.00
FULLER H B CO
DFNDShares284.44K
TypeSH
Market value$15.96M
3.10%
Sole
284.44K
Shared
0.00
None
0.00
ENOVIS CORPORATION
DFNDShares330K
TypeSH
Market value$12.61M
2.45%
Sole
330K
Shared
0.00
None
0.00
ZETA GLOBAL HOLDINGS CORP
DFNDShares725K
TypeSH
Market value$9.83M
1.91%
Sole
725K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CBIZ INCDFND | COM | 1.92M | SH | $145.43M 28.23% | 1.92M | 0.00 | 0.00 |
JBT MAREL CORPORATIONDFND | COM | 593.56K | SH | $72.53M 14.08% | 593.56K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INDFND | COM | 2.14M | SH | $64.95M 12.61% | 2.14M | 0.00 | 0.00 |
TENNANT CODFND | COM | 517.08K | SH | $41.24M 8.00% | 517.08K | 0.00 | 0.00 |
INTEGRAL AD SCIENCE HLDNG CODFND | COM | 4.81M | SH | $38.77M 7.53% | 4.81M | 0.00 | 0.00 |
HENRY SCHEIN INCDFND | COM | 562.79K | SH | $38.55M 7.48% | 562.79K | 0.00 | 0.00 |
BLACKBAUD INCDFND | COM | 446.26K | SH | $27.69M 5.37% | 446.26K | 0.00 | 0.00 |
AVIENT CORPORATIONDFND | COM | 696.87K | SH | $25.90M 5.03% | 696.87K | 0.00 | 0.00 |
LIVANOVA PLCDFND | SHS | 552.90K | SH | $21.72M 4.22% | 552.90K | 0.00 | 0.00 |
FULLER H B CODFND | COM | 284.44K | SH | $15.96M 3.10% | 284.44K | 0.00 | 0.00 |
ENOVIS CORPORATIONDFND | COM | 330K | SH | $12.61M 2.45% | 330K | 0.00 | 0.00 |
ZETA GLOBAL HOLDINGS CORPDFND | CL A | 725K | SH | $9.83M 1.91% | 725K | 0.00 | 0.00 |