Filed: 8/14/2025ACC: 0001172661-25-003359
📋 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 $522.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$522.47M
Total AUM (reported)
16.10M
Total Shares
Allocation by class
COM$446.67M85.5%
CL A$52.67M10.1%
SHS$23.14M4.4%
Portfolio Concentration
Top 3$247.73M47.4%
4–10$234.38M44.9%
11–25$40.35M7.7%
Top 3 weight
47.4%
Top 10 weight
92.3%
Voting Authority Distribution
Total shares with voting rights: 16.10M
Sole
Full voting authority
14.40M
shares
% of voting shares89.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.70M
shares
% of voting shares10.6%
Investment Discretion (by position count)
Sole0
Shared0
Other12
Dominant voting typeSole · 89.4% of voting shares
Institutional Holdings12
Rows:
CBIZ INC
DFNDShares1.81M
TypeSH
Market value$129.53M
24.79%
Sole
1.81M
Shared
0.00
None
0.00
JBT MAREL CORPORATION
DFNDShares544.95K
TypeSH
Market value$65.54M
12.54%
Sole
544.95K
Shared
0.00
None
0.00
ZETA GLOBAL HOLDINGS CORP
DFNDShares3.40M
TypeSH
Market value$52.67M
10.08%
Sole
1.70M
Shared
0.00
None
1.70M
ACADIA HEALTHCARE COMPANY IN
DFNDShares2.14M
TypeSH
Market value$48.61M
9.30%
Sole
2.14M
Shared
0.00
None
0.00
INTEGRAL AD SCIENCE HLDNG CO
DFNDShares4.91M
TypeSH
Market value$40.80M
7.81%
Sole
4.91M
Shared
0.00
None
0.00
TENNANT CO
DFNDShares504.95K
TypeSH
Market value$39.12M
7.49%
Sole
504.95K
Shared
0.00
None
0.00
BLACKBAUD INC
DFNDShares490.75K
TypeSH
Market value$31.51M
6.03%
Sole
490.75K
Shared
0.00
None
0.00
HENRY SCHEIN INC
DFNDShares376.79K
TypeSH
Market value$27.52M
5.27%
Sole
376.79K
Shared
0.00
None
0.00
MSA SAFETY INC
DFNDShares141.34K
TypeSH
Market value$23.68M
4.53%
Sole
141.34K
Shared
0.00
None
0.00
LIVANOVA PLC
DFNDShares513.90K
TypeSH
Market value$23.14M
4.43%
Sole
513.90K
Shared
0.00
None
0.00
AVIENT CORPORATION
DFNDShares649.93K
TypeSH
Market value$21.00M
4.02%
Sole
649.93K
Shared
0.00
None
0.00
ENOVIS CORPORATION
DFNDShares617.15K
TypeSH
Market value$19.35M
3.70%
Sole
617.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CBIZ INCDFND | COM | 1.81M | SH | $129.53M 24.79% | 1.81M | 0.00 | 0.00 |
JBT MAREL CORPORATIONDFND | COM | 544.95K | SH | $65.54M 12.54% | 544.95K | 0.00 | 0.00 |
ZETA GLOBAL HOLDINGS CORPDFND | CL A | 3.40M | SH | $52.67M 10.08% | 1.70M | 0.00 | 1.70M |
ACADIA HEALTHCARE COMPANY INDFND | COM | 2.14M | SH | $48.61M 9.30% | 2.14M | 0.00 | 0.00 |
INTEGRAL AD SCIENCE HLDNG CODFND | COM | 4.91M | SH | $40.80M 7.81% | 4.91M | 0.00 | 0.00 |
TENNANT CODFND | COM | 504.95K | SH | $39.12M 7.49% | 504.95K | 0.00 | 0.00 |
BLACKBAUD INCDFND | COM | 490.75K | SH | $31.51M 6.03% | 490.75K | 0.00 | 0.00 |
HENRY SCHEIN INCDFND | COM | 376.79K | SH | $27.52M 5.27% | 376.79K | 0.00 | 0.00 |
MSA SAFETY INCDFND | COM | 141.34K | SH | $23.68M 4.53% | 141.34K | 0.00 | 0.00 |
LIVANOVA PLCDFND | SHS | 513.90K | SH | $23.14M 4.43% | 513.90K | 0.00 | 0.00 |
AVIENT CORPORATIONDFND | COM | 649.93K | SH | $21.00M 4.02% | 649.93K | 0.00 | 0.00 |
ENOVIS CORPORATIONDFND | COM | 617.15K | SH | $19.35M 3.70% | 617.15K | 0.00 | 0.00 |