P2 Capital Partners as of Sept. 30, 2025
Portfolio Holdings for P2 Capital Partners
P2 Capital Partners holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cbiz (CBZ) | 17.5 | $91M | 1.7M | 52.96 | |
| Zeta Global Holdings Corp Cl A Put Option (ZETA) | 13.0 | $68M | 3.4M | 19.87 | |
| John Bean Technologies Corporation (JBTM) | 12.1 | $63M | 450k | 140.45 | |
| Acadia Healthcare (ACHC) | 11.1 | $58M | 2.3M | 24.76 | |
| Integral Ad Science Hldng (IAS) | 9.4 | $49M | 4.8M | 10.17 | |
| Blackbaud (BLKB) | 7.8 | $41M | 630k | 64.31 | |
| Tennant Company (TNC) | 7.6 | $39M | 485k | 81.06 | |
| Livanova SHS (LIVN) | 5.0 | $26M | 494k | 52.38 | |
| Henry Schein (HSIC) | 4.6 | $24M | 362k | 66.37 | |
| Msa Safety Inc equity (MSA) | 4.5 | $24M | 136k | 172.07 | |
| Avient Corp (AVNT) | 4.0 | $21M | 625k | 32.95 | |
| Colfax Corp (ENOV) | 3.5 | $18M | 595k | 30.34 |
