P2 Capital Partners, Llc

13F Holdings
Filed: 2025-05-15
Portfolio Value
515.17M arrow_downward -12.5%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001406313
Filing Date
2025-05-15 16:15:45
Address
590 Madison Avenue
New York
NY
Prior Value
588.77M
Top 10 Holdings %
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Portfolio Value
P2 Capital Partners, Llc
(13F - 2025-03-31)
Cbiz Inc
-
2025-05-15
Value
145.43M
Shares
1.92M
Portfolio %
28.23%
Jbt Marel Corporation
-
2025-05-15
Value
72.53M
Shares
593.56K
Portfolio %
14.08%
Acadia Healthcare Company In
-
2025-05-15
Value
64.95M
Shares
2.14M
Portfolio %
12.61%
Tennant Co
TNC
2025-05-15
Value
41.24M
Shares
517.08K
Portfolio %
8.00%
Integral Ad Science Hldng Co
-
2025-05-15
Value
38.77M
Shares
4.81M
Portfolio %
7.53%
HSIC
2025-05-15
Value
38.55M
Shares
562.79K
Portfolio %
7.48%
Blackbaud Inc
BLKB
2025-05-15
Value
27.69M
Shares
446.26K
Portfolio %
5.37%
Avient Corporation
-
2025-05-15
Value
25.90M
Shares
696.87K
Portfolio %
5.03%
Livanova Plc
LIVN
2025-05-15
Value
21.72M
Shares
552.90K
Portfolio %
4.22%
Fuller H B Co
FUL
2025-05-15
Value
15.96M
Shares
284.44K
Portfolio %
3.10%
Top Increases | P2 Capital Partners, Llc
(2024-12-31 → 2025-03-31)
Cbiz Inc
-
2025-05-15
Value Change
arrow_upward -2598389.00
Shares
arrow_upward 108.11K
Portfolio % Change
arrow_upward 3.09%
Portfolio %
28.23%
Jbt Marel Corporation
-
2025-05-15
Value Change
arrow_upward -2908434.00
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 1.27%
Portfolio %
14.08%
Tennant Co
TNC
2025-05-15
Value Change
arrow_upward -920398.00
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.84%
Portfolio %
8.00%
HSIC
2025-05-15
Value Change
arrow_upward -1820254.00
Shares
arrow_upward -20530.00
Portfolio % Change
arrow_upward 0.63%
Portfolio %
7.48%
Livanova Plc
LIVN
2025-05-15
Value Change
arrow_upward -1937250.00
Shares
arrow_upward 42.10K
Portfolio % Change
arrow_upward 0.20%
Portfolio %
4.22%
Avient Corporation
-
2025-05-15
Value Change
arrow_upward -2578408.00
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.19%
Portfolio %
5.03%
Top Decreases | P2 Capital Partners, Llc
(2024-12-31 → 2025-03-31)
Enovis Corporation
-
2025-05-15
Value Change
arrow_downward -1871100.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
2.45%
Fuller H B Co
FUL
2025-05-15
Value Change
arrow_downward -6942661.00
Shares
arrow_downward -55000.00
Portfolio % Change
arrow_downward 0.79%
Portfolio %
3.10%
Integral Ad Science Hldng Co
-
2025-05-15
Value Change
arrow_downward -11447800.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 1.00%
Portfolio %
7.53%
Acadia Healthcare Company In
-
2025-05-15
Value Change
arrow_downward -22052379.00
Shares
arrow_downward -52100.00
Portfolio % Change
arrow_downward 2.17%
Portfolio %
12.61%
Blackbaud Inc
BLKB
2025-05-15
Value Change
arrow_downward -28354221.00
Shares
arrow_downward -311920.00
Portfolio % Change
arrow_downward 4.14%
Portfolio %
5.37%
P2 Capital Partners, Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | P2 Capital Partners, Llc
(2024-12-31 → 2025-03-31)
Zeta Global Holdings Corp
ZETA
2025-05-15
Value
add_circle 9.83M
Shares
725.00K
Portfolio %
1.91%
% Change
1.91%