P2 Capital Partners, LLC
CIK 1406313 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- CBZ26.11%
- JBTM13.21%
- ACHC9.80%
- IAS8.22%
- TNC7.89%
- BLKB6.35%
- HSIC5.55%
- ZETA5.31%
- MSA4.77%
- LIVN4.66%
Share classes counted separately91.87%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ZETAWeight increased · +3.40 pp1.91% → 5.31%Shares +975.00K (+134.48%)
- ACHCWeight decreased · -2.81 pp12.61% → 9.80%Shares 0 (0.00%)
- CBZWeight decreased · -2.12 pp28.23% → 26.11%Shares -110.75K (-5.78%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 12
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CBZCBIZ INC View history and evidence | $129.53M | 26.11% | 1.81M shares | 28.23% → 26.11%-2.12 pp -110.75K (-5.78%) | Reduced | ↗▾ |
| 02 | JBTMJBT MAREL CORP View history and evidence | $65.54M | 13.21% | 544.95K shares | 14.08% → 13.21%-0.87 pp -48.61K (-8.19%) | Reduced | ↗▾ |
| 03 | ACHCACADIA HEALTHCARE CO INC View history and evidence | $48.61M | 9.80% | 2.14M shares | 12.61% → 9.80%-2.81 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | IASINTEGRAL AD SCIENCE HOLDING View history and evidence | $40.80M | 8.22% | 4.91M shares | 7.53% → 8.22%+0.69 pp +100.00K (+2.08%) | Added | ↗▾ |
| 05 | TNCTENNANT CO View history and evidence | $39.12M | 7.89% | 504.95K shares | 8.00% → 7.89%-0.11 pp -12.13K (-2.35%) | Reduced | ↗▾ |
| 06 | BLKBBLACKBAUD INC View history and evidence | $31.51M | 6.35% | 490.75K shares | 5.37% → 6.35%+0.98 pp +44.49K (+9.97%) | Added | ↗▾ |
| 07 | HSICHENRY SCHEIN INC View history and evidence | $27.52M | 5.55% | 376.79K shares | 7.48% → 5.55%-1.93 pp -186.00K (-33.05%) | Reduced | ↗▾ |
| 08 | ZETAZETA GLOBAL HOLDINGS CORP-ACL A View history and evidence | $26.33M | 5.31% | 1.70M shares | 1.91% → 5.31%+3.40 pp +975.00K (+134.48%) | Added | ↗▾ |
| 09 | MSAMSA SAFETY INC View history and evidence | $23.68M | 4.77% | 141.34K shares | Prior unavailable +141.34K | New | ↗▾ |
| 10 | LIVNLIVANOVA PLCSHS View history and evidence | $23.14M | 4.66% | 513.90K shares | 4.22% → 4.66%+0.44 pp -39.00K (-7.05%) | Reduced | ↗▾ |
Options overlay 1
$26.33M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
ZETAZETA GLOBAL HOLDINGS CORP-ACL A View history and evidence | Put | 1.70M | $26.33M | +1.70M | ▾ |
1 / 1 options · preview only
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FUL H.B. FULLER CO. | Non-derivative | -284,442 | -$15.96M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1406313 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 522467900
}Take these holdings further.
This page includes 13 of 13 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 13 of 13 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1406313","quarter":"2025Q2","page_size":100}
get_institutional_manager_history
{"cik":"1406313","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.