P2 Capital Partners, LLC
CIK 1406313 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- CBZ18.68%
- JBTM12.98%
- ACHC11.89%
- IAS10.09%
- BLKB8.33%
- TNC8.08%
- ZETA6.94%
- LIVN5.32%
- HSIC4.93%
- MSA4.82%
Share classes counted separately92.06%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CBZWeight decreased · -7.43 pp26.11% → 18.68%Shares -89.98K (-4.98%)
- ACHCWeight increased · +2.09 pp9.80% → 11.89%Shares +195.00K (+9.10%)
- BLKBWeight increased · +1.98 pp6.35% → 8.33%Shares +139.55K (+28.44%)
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 | $90.90M | 18.68% | 1.72M shares | 26.11% → 18.68%-7.43 pp -89.98K (-4.98%) | Reduced | ↗▾ |
| 02 | JBTMJBT MAREL CORP View history and evidence | $63.20M | 12.98% | 449.95K shares | 13.21% → 12.98%-0.23 pp -95.00K (-17.43%) | Reduced | ↗▾ |
| 03 | ACHCACADIA HEALTHCARE CO INC View history and evidence | $57.87M | 11.89% | 2.34M shares | 9.80% → 11.89%+2.09 pp +195.00K (+9.10%) | Added | ↗▾ |
| 04 | IASINTEGRAL AD SCIENCE HOLDING View history and evidence | $49.13M | 10.09% | 4.83M shares | 8.22% → 10.09%+1.87 pp -79.19K (-1.61%) | Reduced | ↗▾ |
| 05 | BLKBBLACKBAUD INC View history and evidence | $40.53M | 8.33% | 630.30K shares | 6.35% → 8.33%+1.98 pp +139.55K (+28.44%) | Added | ↗▾ |
| 06 | TNCTENNANT CO View history and evidence | $39.31M | 8.08% | 484.95K shares | 7.89% → 8.08%+0.19 pp -20.00K (-3.96%) | Reduced | ↗▾ |
| 07 | ZETAZETA GLOBAL HOLDINGS CORP-ACL A View history and evidence | $33.78M | 6.94% | 1.70M shares | 5.31% → 6.94%+1.63 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | LIVNLIVANOVA PLCSHS View history and evidence | $25.87M | 5.32% | 493.90K shares | 4.66% → 5.32%+0.66 pp -20.00K (-3.89%) | Reduced | ↗▾ |
| 09 | HSICHENRY SCHEIN INC View history and evidence | $24.01M | 4.93% | 361.79K shares | 5.55% → 4.93%-0.62 pp -15.00K (-3.98%) | Reduced | ↗▾ |
| 10 | MSAMSA SAFETY INC View history and evidence | $23.46M | 4.82% | 136.34K shares | 4.77% → 4.82%+0.05 pp -5.00K (-3.54%) | Reduced | ↗▾ |
Options overlay 1
$33.78M 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 | $33.78M | 0 (0.00%) | ▾ |
1 / 1 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1406313 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 520479964
}Take these holdings further.
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