Filed: 11/14/2025ACC: 0001172661-25-004819
📋 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 $520.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$520.48M
Total AUM (reported)
16.06M
Total Shares
Allocation by class
COM$427.05M82.0%
CL A$67.56M13.0%
SHS$25.87M5.0%
Portfolio Concentration
Top 3$221.65M42.6%
4–10$260.19M50.0%
11–25$38.64M7.4%
Top 3 weight
42.6%
Top 10 weight
92.6%
Voting Authority Distribution
Total shares with voting rights: 16.06M
Sole
Full voting authority
14.36M
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
DFNDShares1.72M
TypeSH
Market value$90.90M
17.46%
Sole
1.72M
Shared
0.00
None
0.00
ZETA GLOBAL HOLDINGS CORP
DFNDShares3.40M
TypeSH
Market value$67.56M
12.98%
Sole
1.70M
Shared
0.00
None
1.70M
JBT MAREL CORPORATION
DFNDShares449.95K
TypeSH
Market value$63.20M
12.14%
Sole
449.95K
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
DFNDShares2.34M
TypeSH
Market value$57.87M
11.12%
Sole
2.34M
Shared
0.00
None
0.00
INTEGRAL AD SCIENCE HLDNG CO
DFNDShares4.83M
TypeSH
Market value$49.13M
9.44%
Sole
4.83M
Shared
0.00
None
0.00
BLACKBAUD INC
DFNDShares630.30K
TypeSH
Market value$40.53M
7.79%
Sole
630.30K
Shared
0.00
None
0.00
TENNANT CO
DFNDShares484.95K
TypeSH
Market value$39.31M
7.55%
Sole
484.95K
Shared
0.00
None
0.00
LIVANOVA PLC
DFNDShares493.90K
TypeSH
Market value$25.87M
4.97%
Sole
493.90K
Shared
0.00
None
0.00
HENRY SCHEIN INC
DFNDShares361.79K
TypeSH
Market value$24.01M
4.61%
Sole
361.79K
Shared
0.00
None
0.00
MSA SAFETY INC
DFNDShares136.34K
TypeSH
Market value$23.46M
4.51%
Sole
136.34K
Shared
0.00
None
0.00
AVIENT CORPORATION
DFNDShares624.93K
TypeSH
Market value$20.59M
3.96%
Sole
624.93K
Shared
0.00
None
0.00
ENOVIS CORPORATION
DFNDShares595K
TypeSH
Market value$18.05M
3.47%
Sole
595K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CBIZ INCDFND | COM | 1.72M | SH | $90.90M 17.46% | 1.72M | 0.00 | 0.00 |
ZETA GLOBAL HOLDINGS CORPDFND | CL A | 3.40M | SH | $67.56M 12.98% | 1.70M | 0.00 | 1.70M |
JBT MAREL CORPORATIONDFND | COM | 449.95K | SH | $63.20M 12.14% | 449.95K | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INDFND | COM | 2.34M | SH | $57.87M 11.12% | 2.34M | 0.00 | 0.00 |
INTEGRAL AD SCIENCE HLDNG CODFND | COM | 4.83M | SH | $49.13M 9.44% | 4.83M | 0.00 | 0.00 |
BLACKBAUD INCDFND | COM | 630.30K | SH | $40.53M 7.79% | 630.30K | 0.00 | 0.00 |
TENNANT CODFND | COM | 484.95K | SH | $39.31M 7.55% | 484.95K | 0.00 | 0.00 |
LIVANOVA PLCDFND | SHS | 493.90K | SH | $25.87M 4.97% | 493.90K | 0.00 | 0.00 |
HENRY SCHEIN INCDFND | COM | 361.79K | SH | $24.01M 4.61% | 361.79K | 0.00 | 0.00 |
MSA SAFETY INCDFND | COM | 136.34K | SH | $23.46M 4.51% | 136.34K | 0.00 | 0.00 |
AVIENT CORPORATIONDFND | COM | 624.93K | SH | $20.59M 3.96% | 624.93K | 0.00 | 0.00 |
ENOVIS CORPORATIONDFND | COM | 595K | SH | $18.05M 3.47% | 595K | 0.00 | 0.00 |