Q1 2025 · 13F-HR
P2 Capital Partners, LLCholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002346
$515.2M
Reported value
12
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 124805102 | CBZ | CBIZ INC | $145.4M | 28.2% | 1,917,063 | Common | SOLE |
| 477839104 | JBTM | JBT MAREL CORPORATION | $72.5M | 14.1% | 593,558 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $65.0M | 12.6% | 2,142,188 | Common | SOLE |
| 880345103 | TNC | TENNANT CO | $41.2M | 8.00% | 517,078 | Common | SOLE |
| 45828L108 | IAS | INTEGRAL AD SCIENCE HLDNG CO | $38.8M | 7.53% | 4,810,000 | Common | SOLE |
| 806407102 | HSIC | HENRY SCHEIN INC | $38.5M | 7.48% | 562,786 | Common | SOLE |
| 09227Q100 | BLKB | BLACKBAUD INC | $27.7M | 5.37% | 446,259 | Common | SOLE |
| 05368V106 | AVNT | AVIENT CORPORATION | $25.9M | 5.03% | 696,867 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $21.7M | 4.22% | 552,902 | Common | SOLE |
| 359694106 | FUL | FULLER H B CO | $16.0M | 3.10% | 284,442 | Common | SOLE |
| 194014502 | ENOV | ENOVIS CORPORATION | $12.6M | 2.45% | 330,000 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $9.8M | 1.91% | 725,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.