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P2 Capital Partners, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$487M
-1.9%
Holdings
12
-1
New Purchases
0
Added To
2
Closed
0
Reduced
9
Top 10 Concentration
92.1%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ACHC 11.89% 9.80% +2.09% $58M
BLKB 8.33% 6.35% +1.98% $41M
IAS 10.09% 8.22% +1.87% $49M
ZETA 6.94% 5.31% +1.63% $34M
LIVN 5.32% 4.66% +0.65% $26M
TNC 8.08% 7.89% +0.19% $39M
MSA 4.82% 4.77% +0.05% $23M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CBZ 18.68% 26.11% -7.43% $91M
HSIC 4.93% 5.55% -0.61% $24M
JBTM 12.98% 13.21% -0.22% $63M
ENOV 3.71% 3.90% -0.19% $18M
AVNT 4.23% 4.23% -0.00% $21M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 7 $249M 51.1%
Small Cap 5 $238M 48.9%

Portfolio Analytics

Avg Market Cap
$3.6B
Median Market Cap
$2.6B
Avg P/E
28.0
Median P/E
22.9
Avg Dividend Yield
0.01%
Avg Beta
1.09
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CBZ 18.68% 1,716,325 $91M $52.96 -$39M -89,983 -5.0%
2 JBTM 12.98% 449,952 $63M $140.45 -$2M -95,000 -17.4%
3 ACHC 11.89% 2,337,188 $58M $24.76 $9M +195,000 +9.1%
4 IAS 10.09% 4,830,805 $49M $10.17 $8M -79,195 -1.6%
5 BLKB 8.33% 630,303 $41M $64.31 $9M +139,549 +28.4%
6 TNC 8.08% 484,950 $39M $81.06 $187K -20,000 -4.0%
7 ZETA 6.94% 1,700,000 $34M $19.87 $7M
8 LIVN 5.32% 493,902 $26M $52.38 $3M -20,000 -3.9%
9 HSIC 4.93% 361,786 $24M $66.37 -$4M -15,000 -4.0%
10 MSA 4.82% 136,343 $23M $172.07 -$219K -5,000 -3.5%
11 AVNT 4.23% 624,934 $21M $32.95 -$408K -25,000 -3.9%
12 ENOV 3.71% 595,000 $18M $30.34 -$1M -22,149 -3.6%

Options Breakdown

0 Calls $0 Call Value 1 Puts $34M Put Value

Top Puts

SymbolSharesValueStatus
ZETA 1,700,000 $34M
View SEC EDGAR Filings for P2 Capital Partners, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms