P2-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACHC",
  "TNC",
  "ENOV",
  "FUL",
  "LIVN",
  "HSIC",
  "IAS",
  "ZETA",
  null,
  "AVNT",
  "BLKB",
  "CBZ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 12
Total Value: 515170236
Accession Number: 0001172661-25-002346
Form Type: 13F-HR
CIK: p2-capital-partners
Manager Name: P2-Capital-Partners

Data Enrichment

92% identified

11 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

12 positions • $515.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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CBIZ, Inc.

CBZ|124805102

Shares:1.9M

Value:$145.4M

% of Portfolio:28.2% ($145.4M/$515.2M)

477839104

Shares:593.6K

Value:$72.5M

% of Portfolio:14.1% ($72.5M/$515.2M)

Acadia Healthcare Company, Inc.

ACHC|00404A109

Shares:2.1M

Value:$65.0M

% of Portfolio:12.6% ($65.0M/$515.2M)

TENNANT CO

TNC|880345103

Shares:517.1K

Value:$41.2M

% of Portfolio:8.0% ($41.2M/$515.2M)

INTEGRAL AD SCIENCE HOLDING CORP.

IAS|45828L108

Shares:4.8M

Value:$38.8M

% of Portfolio:7.5% ($38.8M/$515.2M)

HENRY SCHEIN INC

HSIC|806407102

Shares:562.8K

Value:$38.5M

% of Portfolio:7.5% ($38.5M/$515.2M)

BLACKBAUD INC

BLKB|09227Q100

Shares:446.3K

Value:$27.7M

% of Portfolio:5.4% ($27.7M/$515.2M)

AVIENT CORP

AVNT|05368V106

Shares:696.9K

Value:$25.9M

% of Portfolio:5.0% ($25.9M/$515.2M)

LivaNova PLC

LIVN|G5509L101

Shares:552.9K

Value:$21.7M

% of Portfolio:4.2% ($21.7M/$515.2M)

FULLER H B CO

FUL|359694106

Shares:284.4K

Value:$16.0M

% of Portfolio:3.1% ($16.0M/$515.2M)

Enovis CORP

ENOV|194014502

Shares:330.0K

Value:$12.6M

% of Portfolio:2.4% ($12.6M/$515.2M)

Zeta Global Holdings Corp.

ZETA|98956A105

Shares:725.0K

Value:$9.8M

% of Portfolio:1.9% ($9.8M/$515.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CBIZ, Inc.(CBZcusip124805102)	1.9M	QoQ +5.97% (-108.1K) YoY +37.02% (+518.1K)	All Managers (Combined)	$145.4M	28.2% ($145.4M/$515.2M)	QoQ -1.75% (-$2.6M) YoY +32.42% (+$35.6M)
(cusip477839104)✕	593.6K	QoQ 0.00% (-0) YoY -8.88% (-57.9K)	All Managers (Combined)	$72.5M	14.1% ($72.5M/$515.2M)	QoQ -3.85% (-$2.9M) YoY +6.15% (-$4.2M)
Acadia Healthcare Company, Inc.(ACHCcusip00404A109)	2.1M	QoQ -2.37% (-52.1K) YoY +64.78% (-842.2K)	All Managers (Combined)	$65.0M	12.6% ($65.0M/$515.2M)	QoQ -25.34% (-$22.1M) YoY -36.93% (-$38.0M)
TENNANT CO(TNCcusip880345103)	517.1K	QoQ 0.00% (-0) YoY -20.61% (-134.3K)	All Managers (Combined)	$41.2M	8.0% ($41.2M/$515.2M)	QoQ -2.18% (-$920.4K) YoY -47.94% (-$38.0M)
INTEGRAL AD SCIENCE HOLDING CORP.(IAScusip45828L108)	4.8M	QoQ 0.00% (-0) YoY +79.47% (+2.1M)	All Managers (Combined)	$38.8M	7.5% ($38.8M/$515.2M)	QoQ -22.79% (-$11.4M) YoY +45.09% (+$12.0M)
HENRY SCHEIN INC(HSICcusip806407102)	562.8K	QoQ -3.51% (-20.5K) YoY NEW(+562.8K)	All Managers (Combined)	$38.5M	7.5% ($38.5M/$515.2M)	QoQ -4.50% (-$1.8M) YoY NEW(+$38.5M)
BLACKBAUD INC(BLKBcusip09227Q100)	446.3K	QoQ -41.14% (-311.9K) YoY -66.23% (-875.3K)	All Managers (Combined)	$27.7M	5.4% ($27.7M/$515.2M)	QoQ -50.59% (-$28.4M) YoY -71.73% (-$70.3M)
AVIENT CORP(AVNTcusip05368V106)	696.9K	QoQ 0.00% (-0) YoY -38.78% (-441.6K)	All Managers (Combined)	$25.9M	5.0% ($25.9M/$515.2M)	QoQ -9.05% (-$2.6M) YoY -47.58% (-$23.5M)
LivaNova PLC(LIVNcusipG5509L101)	552.9K	QoQ +8.24% (-42.1K) YoY -30.88% (-247.1K)	All Managers (Combined)	$21.7M	4.2% ($21.7M/$515.2M)	QoQ -8.18% (-$1.9M) YoY -51.47% (-$23.0M)
FULLER H B CO(FULcusip359694106)	284.4K	QoQ -16.20% (-55.0K) YoY -56.22% (-365.3K)	All Managers (Combined)	$16.0M	3.1% ($16.0M/$515.2M)	QoQ -30.30% (-$6.9M) YoY -69.18% (-$35.8M)
Enovis CORP(ENOVcusip194014502)	330.0K	QoQ 0.00% (-0) YoY NEW(+330.0K)	All Managers (Combined)	$12.6M	2.4% ($12.6M/$515.2M)	QoQ -12.92% (-$1.9M) YoY NEW(+$12.6M)
Zeta Global Holdings Corp.(ZETAcusip98956A105)	725.0K	QoQ NEW(+725.0K) YoY NEW(+725.0K)	All Managers (Combined)	$9.8M	1.9% ($9.8M/$515.2M)	QoQ NEW(+$9.8M) YoY NEW(+$9.8M)