P2 Capital Partners, LLC Top Holdings and 13F Report (2025) About P2 Capital Partners, LLCInvestment ActivityP2 Capital Partners, LLC has $522.47 million in total holdings as of June 30, 2025.P2 Capital Partners, LLC owns shares of 12 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 14.89% of the portfolio was purchased this quarter.About 9.10% of the portfolio was sold this quarter.This quarter, P2 Capital Partners, LLC has purchased 12 new stocks and bought additional shares in 4 stocks.P2 Capital Partners, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings CBIZ $129,530,347John Bean Technologies $65,535,928ZETA GLOBAL HOLDINGS CORP $52,666,000Acadia Healthcare $48,606,246Integral Ad Science $40,802,100 Largest New Holdings this Quarter 553498106 - MSA Safety Incorporporated $23,679,193 Holding Largest Purchases this Quarter ZETA GLOBAL HOLDINGS CORP 2,675,000 shares (about $41.44M)MSA Safety Incorporporated 141,343 shares (about $23.68M)Enovis 287,149 shares (about $9.00M)Blackbaud 44,495 shares (about $2.86M)Integral Ad Science 100,000 shares (about $831K) Largest Sales this Quarter Henry Schein 186,000 shares (about $13.59M)CBIZ 110,755 shares (about $7.94M)John Bean Technologies 48,606 shares (about $5.85M)LivaNova 39,000 shares (about $1.76M)Avient 46,933 shares (about $1.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofP2 Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCBZCBIZ$129,530,347$7,942,241 ▼-5.8%1,806,30824.8%Business ServicesJBTJohn Bean Technologies$65,535,928$5,845,358 ▼-8.2%544,95212.5%IndustrialsZETA GLOBAL HOLDINGS CORP$52,666,000$41,435,750 ▲369.0%3,400,00010.1%CL AACHCAcadia Healthcare$48,606,2460.0%2,142,1889.3%MedicalIASIntegral Ad Science$40,802,100$831,000 ▲2.1%4,910,0007.8%Business ServicesTNCTennant$39,123,526$939,677 ▼-2.3%504,9507.5%IndustrialsBLKBBlackbaud$31,511,314$2,857,024 ▲10.0%490,7546.0%Computer and TechnologyHSICHenry Schein$27,524,217$13,587,300 ▼-33.0%376,7865.3%MedicalMSAMSA Safety Incorporporated$23,679,193$23,679,193 ▲New Holding141,3434.5%IndustrialsLIVNLivaNova$23,135,868$1,755,780 ▼-7.1%513,9024.4%MedicalAVNTAvient$20,999,368$1,516,405 ▼-6.7%649,9344.0%Basic MaterialsENOVEnovis$19,353,793$9,004,993 ▲87.0%617,1493.7%MedicalFULH. B. Fuller$0$15,962,885 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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