P2 Capital Partners, LLC Concentrated Active

Location: New York, NY

CIK: 0001406313 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $390M (100.0% shares, 0.0% debt)

Holdings (10)

CBZ CBIZ INC 22.9%

Value $89.47M Shares 1,773,391 Est. Cost $40.20 Unrealized +30.8%

JBTM JBT MAREL CORPORATION 17.4%

Value $67.79M Shares 449,952 Est. Cost $102.76 Unrealized +37.2%

BLKB BLACKBAUD INC 10.2%

Value $39.91M Shares 630,303 Est. Cost $58.78 Unrealized +5.2%

TNC TENNANT CO 9.2%

Value $35.74M Shares 484,950 Est. Cost $72.18 Unrealized +5.6%

ZETA ZETA GLOBAL HOLDINGS CORP 8.9%

Value $34.59M Shares 1,700,000 Est. Cost $15.24 Unrealized +22.6%

LIVN LIVANOVA PLC 7.8%

Value $30.39M Shares 493,902 Est. Cost $71.21 Unrealized -19.8%

MSA MSA SAFETY INC 7.6%

Value $29.73M Shares 185,675 Est. Cost $158.15 Unrealized +2.9%

HSIC HENRY SCHEIN INC 7.0%

Value $27.34M Shares 361,786 Est. Cost $71.82 Unrealized -2.0%

AVNT AVIENT CORPORATION 5.0%

Value $19.52M Shares 624,934 Est. Cost $36.93 Unrealized -16.8%

ENOV ENOVIS CORPORATION 4.1%

Value $15.85M Shares 595,000 Est. Cost $43.14 Unrealized -31.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CBZ	CBIZ INC	1,773,391	$89.47M	22.9%	$40.20	+30.8%	COM	124805102
JBTM	JBT MAREL CORPORATION	449,952	$67.79M	17.4%	$102.76	+37.2%	COM	477839104
BLKB	BLACKBAUD INC	630,303	$39.91M	10.2%	$58.78	+5.2%	COM	09227Q100
TNC	TENNANT CO	484,950	$35.74M	9.2%	$72.18	+5.6%	COM	880345103
ZETA	ZETA GLOBAL HOLDINGS CORP	1,700,000	$34.59M	8.9%	$15.24	+22.6%	CL A	98956A105
LIVN	LIVANOVA PLC	493,902	$30.39M	7.8%	$71.21	-19.8%	SHS	G5509L101
MSA	MSA SAFETY INC	185,675	$29.73M	7.6%	$158.15	+2.9%	COM	553498106
HSIC	HENRY SCHEIN INC	361,786	$27.34M	7.0%	$71.82	-2.0%	COM	806407102
AVNT	AVIENT CORPORATION	624,934	$19.52M	5.0%	$36.93	-16.8%	COM	05368V106
ENOV	ENOVIS CORPORATION	595,000	$15.85M	4.1%	$43.14	-31.5%	COM	194014502