P2 CAPITAL PARTNERS, LLC

PrivateCIK: 1406313
Location

NEW YORK, NY

10
Positions
$209.92M
Total AUM (reported)
5.71M
Total Shares

Allocation by class

TOTAL AUM$209.92M10 positions
COM$186.09M88.6%
CL A$14.57M6.9%
SHS$9.26M4.4%

Portfolio Concentration

Top 348.1%4–1051.9%TOP 10100.0%0%100%
Top 3$100.96M48.1%
4–10$108.96M51.9%

Top 3 weight

48.1%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 5.71M

Sole

Full voting authority

5.71M

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:

ACADIA HEALTHCARE COMPANY IN

DFND
COM
Shares1.77M
TypeSH
Market value$41.51M
19.77%
Sole
1.77M
Shared
0.00
None
0.00

CBIZ INC

DFND
COM
Shares1.14M
TypeSH
Market value$30.63M
14.59%
Sole
1.14M
Shared
0.00
None
0.00

JBT MAREL CORPORATION

DFND
COM
Shares225.47K
TypeSH
Market value$28.83M
13.73%
Sole
225.47K
Shared
0.00
None
0.00

SCHEIN HENRY INC

DFND
COM
Shares299.49K
TypeSH
Market value$22.07M
10.51%
Sole
299.49K
Shared
0.00
None
0.00

TENNANT CO

DFND
COM
Shares304.21K
TypeSH
Market value$20.20M
9.62%
Sole
304.21K
Shared
0.00
None
0.00

BLACKBAUD INC

DFND
COM
Shares482.87K
TypeSH
Market value$18.64M
8.88%
Sole
482.87K
Shared
0.00
None
0.00

MSA SAFETY INC

DFND
COM
Shares103.27K
TypeSH
Market value$16.93M
8.07%
Sole
103.27K
Shared
0.00
None
0.00

ZETA GLOBAL HOLDINGS CORP

DFND
CL A
Shares915K
TypeSH
Market value$14.57M
6.94%
Sole
915K
Shared
0.00
None
0.00

LIVANOVA PLC

DFND
SHS
Shares145.73K
TypeSH
Market value$9.26M
4.41%
Sole
145.73K
Shared
0.00
None
0.00

ENOVIS CORPORATION

DFND
COM
Shares320K
TypeSH
Market value$7.28M
3.47%
Sole
320K
Shared
0.00
None
0.00