P2 Capital Partners, LLC Long-Term Concentrated

CIK: 0001406313 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $520,480 (100.0% shares, 0.0% debt)

Holdings (13)

CBZ CBIZ INC 17.5%

Value ($000) $90,897 Shares 1,716,325 Est. Cost $39.79 Unrealized +62.1%

JBTM JBT MAREL CORPORATION 12.1%

Value ($000) $63,196 Shares 449,952 Est. Cost $102.76 Unrealized +32.8%

ACHC ACADIA HEALTHCARE COMPANY IN 11.1%

Value ($000) $57,869 Shares 2,337,188 Est. Cost $39.56 Unrealized -43.6%

— INTEGRAL AD SCIENCE HLDNG CO 9.4%

Value ($000) $49,129 Shares 4,830,805 Est. Cost $10.60 Unrealized —

BLKB BLACKBAUD INC 7.8%

Value ($000) $40,535 Shares 630,303 Est. Cost $58.78 Unrealized +11.4%

TNC TENNANT CO 7.6%

Value ($000) $39,310 Shares 484,950 Est. Cost $72.18 Unrealized +12.6%

ZETA ZETA GLOBAL HOLDINGS CORP 6.5%

Value ($000) $33,779 Shares 1,700,000 Est. Cost $15.24 Unrealized +17.9%

ZETA ZETA GLOBAL HOLDINGS CORP 6.5%

Value ($000) $33,779 Shares 1,700,000 Est. Cost $15.24 Unrealized +17.9%

LIVN LIVANOVA PLC 5.0%

Value ($000) $25,871 Shares 493,902 Est. Cost $71.21 Unrealized -29.3%

HSIC HENRY SCHEIN INC 4.6%

Value ($000) $24,012 Shares 361,786 Est. Cost $71.82 Unrealized -3.6%

MSA MSA SAFETY INC 4.5%

Value ($000) $23,461 Shares 136,343 Est. Cost $156.47 Unrealized +10.5%

AVNT AVIENT CORPORATION 4.0%

Value ($000) $20,592 Shares 624,934 Est. Cost $36.93 Unrealized -7.2%

ENOV ENOVIS CORPORATION 3.5%

Value ($000) $18,052 Shares 595,000 Est. Cost $43.14 Unrealized -29.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CBZ	CBIZ INC	1,716,325	$90,897	17.5%	$39.79	+62.1%	COM	124805102
JBTM	JBT MAREL CORPORATION	449,952	$63,196	12.1%	$102.76	+32.8%	COM	477839104
ACHC	ACADIA HEALTHCARE COMPANY IN	2,337,188	$57,869	11.1%	$39.56	-43.6%	COM	00404A109
—	INTEGRAL AD SCIENCE HLDNG CO	4,830,805	$49,129	9.4%	$10.60	—	COM	45828L108
BLKB	BLACKBAUD INC	630,303	$40,535	7.8%	$58.78	+11.4%	COM	09227Q100
TNC	TENNANT CO	484,950	$39,310	7.6%	$72.18	+12.6%	COM	880345103
ZETA	ZETA GLOBAL HOLDINGS CORP	1,700,000	$33,779	6.5%	$15.24	+17.9%	CL A	98956A105
ZETA	ZETA GLOBAL HOLDINGS CORP	1,700,000	$33,779	6.5%	$15.24	+17.9%	Put	98956A105
LIVN	LIVANOVA PLC	493,902	$25,871	5.0%	$71.21	-29.3%	SHS	G5509L101
HSIC	HENRY SCHEIN INC	361,786	$24,012	4.6%	$71.82	-3.6%	COM	806407102
MSA	MSA SAFETY INC	136,343	$23,461	4.5%	$156.47	+10.5%	COM	553498106
AVNT	AVIENT CORPORATION	624,934	$20,592	4.0%	$36.93	-7.2%	COM	05368V106
ENOV	ENOVIS CORPORATION	595,000	$18,052	3.5%	$43.14	-29.7%	COM	194014502