Filed: 2/17/2026ACC: 0001172661-26-000829
📋 What this filing means
P2 CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $390.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$390.35M
Total AUM (reported)
7.30M
Total Shares
Allocation by class
COM$325.36M83.4%
CL A$34.59M8.9%
SHS$30.39M7.8%
Portfolio Concentration
Top 3$197.17M50.5%
4–10$193.18M49.5%
Top 3 weight
50.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.30M
Sole
Full voting authority
7.30M
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
Other10
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
CBIZ INC
DFNDShares1.77M
TypeSH
Market value$89.47M
22.92%
Sole
1.77M
Shared
0.00
None
0.00
JBT MAREL CORPORATION
DFNDShares449.95K
TypeSH
Market value$67.79M
17.37%
Sole
449.95K
Shared
0.00
None
0.00
BLACKBAUD INC
DFNDShares630.30K
TypeSH
Market value$39.91M
10.22%
Sole
630.30K
Shared
0.00
None
0.00
TENNANT CO
DFNDShares484.95K
TypeSH
Market value$35.74M
9.16%
Sole
484.95K
Shared
0.00
None
0.00
ZETA GLOBAL HOLDINGS CORP
DFNDShares1.70M
TypeSH
Market value$34.59M
8.86%
Sole
1.70M
Shared
0.00
None
0.00
LIVANOVA PLC
DFNDShares493.90K
TypeSH
Market value$30.39M
7.79%
Sole
493.90K
Shared
0.00
None
0.00
MSA SAFETY INC
DFNDShares185.68K
TypeSH
Market value$29.73M
7.62%
Sole
185.68K
Shared
0.00
None
0.00
HENRY SCHEIN INC
DFNDShares361.79K
TypeSH
Market value$27.34M
7.00%
Sole
361.79K
Shared
0.00
None
0.00
AVIENT CORPORATION
DFNDShares624.93K
TypeSH
Market value$19.52M
5.00%
Sole
624.93K
Shared
0.00
None
0.00
ENOVIS CORPORATION
DFNDShares595K
TypeSH
Market value$15.85M
4.06%
Sole
595K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CBIZ INCDFND | COM | 1.77M | SH | $89.47M 22.92% | 1.77M | 0.00 | 0.00 |
JBT MAREL CORPORATIONDFND | COM | 449.95K | SH | $67.79M 17.37% | 449.95K | 0.00 | 0.00 |
BLACKBAUD INCDFND | COM | 630.30K | SH | $39.91M 10.22% | 630.30K | 0.00 | 0.00 |
TENNANT CODFND | COM | 484.95K | SH | $35.74M 9.16% | 484.95K | 0.00 | 0.00 |
ZETA GLOBAL HOLDINGS CORPDFND | CL A | 1.70M | SH | $34.59M 8.86% | 1.70M | 0.00 | 0.00 |
LIVANOVA PLCDFND | SHS | 493.90K | SH | $30.39M 7.79% | 493.90K | 0.00 | 0.00 |
MSA SAFETY INCDFND | COM | 185.68K | SH | $29.73M 7.62% | 185.68K | 0.00 | 0.00 |
HENRY SCHEIN INCDFND | COM | 361.79K | SH | $27.34M 7.00% | 361.79K | 0.00 | 0.00 |
AVIENT CORPORATIONDFND | COM | 624.93K | SH | $19.52M 5.00% | 624.93K | 0.00 | 0.00 |
ENOVIS CORPORATIONDFND | COM | 595K | SH | $15.85M 4.06% | 595K | 0.00 | 0.00 |