P2 Capital Partners, LLC
CIK: 0001406313SEC EDGAR →
Portfolio Value
$390.3M
Holdings
10
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CBIZ INC | 1,773,391 | $89.5M | 22.92% |
| 2 | JBT MAREL CORPORATION | 449,952 | $67.8M | 17.37% |
| 3 | BLACKBAUD INC | 630,303 | $39.9M | 10.22% |
| 4 | TENNANT CO | 484,950 | $35.7M | 9.16% |
| 5 | ZETA GLOBAL HOLDINGS CORP | 1,700,000 | $34.6M | 8.86% |
| 6 | LIVANOVA PLC | 493,902 | $30.4M | 7.79% |
| 7 | MSA SAFETY INC | 185,675 | $29.7M | 7.62% |
| 8 | HENRY SCHEIN INC | 361,786 | $27.3M | 7.00% |
| 9 | AVIENT CORPORATION | 624,934 | $19.5M | 5.00% |
| 10 | ENOVIS CORPORATION | 595,000 | $15.8M | 4.06% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 3 | $135.1M | 34.6% |
| Unknown | 2 | $103.5M | 26.5% |
| Technology | 2 | $74.5M | 19.1% |
| Healthcare | 2 | $57.7M | 14.8% |
| Basic Materials | 1 | $19.5M | 5.0% |