PC
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P2 Capital Partners, LLC13F | |
| P2 Capital Partners, LLC | |
| Last update 2025-05-15 | 12 Stocks (1 new) |
| Value $515.00 Mil | Turnover 4 % |
P2 Capital Partners, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBZ | CBIZ Inc | 1,917,063 | 145,428.4 | +5.98% | 28.230 | +1.59% | 3.520 | -2.51% | -7.98% | 4,096.0 | Business Services | |
JBTM | JBT Marel Corp | 593,558 | 72,532.8 | 0% | 14.080 | 0% | 1.140 | +37.08% | +6.70% | 7,036.6 | Industrial Products | |
ACHC | Acadia Healthcare Co Inc | 2,142,188 | 64,951.1 | -2.37% | 12.610 | -0.35% | 2.330 | +8.35% | -42.07% | 2,116.0 | Healthcare Providers & Services | |
TNC | Tennant Co | 517,078 | 41,237.0 | 0% | 8.000 | 0% | 2.770 | +17.07% | +1.70% | 1,535.2 | Industrial Products | |
IAS | Integral Ad Science Holding Corp | 4,810,000 | 38,768.6 | 0% | 7.530 | 0% | 2.910 | +27.55% | -19.73% | 1,382.8 | Media - Diversified | |
HSIC | Henry Schein Inc | 562,786 | 38,545.2 | -3.52% | 7.480 | -0.24% | 0.460 | +13.28% | +7.21% | 9,274.1 | Medical Distribution | |
BLKB | Blackbaud Inc | 446,259 | 27,690.4 | -41.14% | 5.370 | -3.92% | 0.920 | +5.92% | -10.94% | 3,193.9 | Software | |
AVNT | Avient Corp | 696,867 | 25,895.6 | 0% | 5.030 | 0% | 0.760 | +5.67% | -14.94% | 3,135.0 | Chemicals | |
LIVN | LivaNova PLC | 552,902 | 21,718.0 | +8.24% | 4.220 | +0.32% | 1.010 | +21.44% | -4.73% | 2,405.7 | Medical Devices & Instruments | |
FUL | H.B. Fuller Co | 284,442 | 15,962.9 | -16.20% | 3.100 | -0.63% | 0.520 | +11.83% | -9.71% | 3,261.6 | Chemicals |
P2 Capital Partners, LLC's Historical Top Holdings Breakdowns
P2 Capital Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BLKB | Blackbaud Inc | 2025-03-31 | Reduce Reduce | -3.92% | 61.9 ($71.07) 80.79 | $65.83 | -7.37% | Reduce -41.14% | 446,259 | -311,920 | |
ZETA | Zeta Global Holdings Corp | 2025-03-31 | New Buy New Buy | +1.91% | 13.56 ($17.87) 24.69 | $16.56 | -7.33% | New holding | 725,000 | 725,000 | |
CBZ | CBIZ Inc | 2025-03-31 | Add Add | +1.59% | 68.46 ($80.43) 88.65 | $75.30 | -6.38% | Add 5.98% | 1,917,063 | 108,108 | |
FUL | H.B. Fuller Co | 2025-03-31 | Reduce Reduce | -0.63% | 52.88 ($59) 64.28 | $60.44 | 2.44% | Reduce -16.2% | 284,442 | -55,000 | |
ACHC | Acadia Healthcare Co Inc | 2025-03-31 | Reduce Reduce | -0.35% | 28.17 ($38.1) 45.41 | $22.97 | -39.71% | Reduce -2.37% | 2,142,188 | -52,100 | |
LIVN | LivaNova PLC | 2025-03-31 | Add Add | +0.32% | 37.02 ($44.85) 50.73 | $44.12 | -1.63% | Add 8.24% | 552,902 | 42,100 | |
HSIC | Henry Schein Inc | 2025-03-31 | Reduce Reduce | -0.24% | 68.49 ($73.84) 81.91 | $74.19 | 0.47% | Reduce -3.52% | 562,786 | -20,530 | |
OPCH | Option Care Health Inc | 2024-12-31 | Sold Out Sold Out | -6.95% | 21.74 ($25.2) 31.64 | $30.14 | 19.60% | Sold Out | 0 | -1,945,000 | |
HSIC | Henry Schein Inc | 2024-12-31 | New Buy New Buy | +6.86% | 66.54 ($71.81) 77.66 | $74.19 | 3.31% | New holding | 583,316 | 583,316 | |
BLKB | Blackbaud Inc | 2024-12-31 | Reduce Reduce | -5.44% | 73.8 ($81.78) 87.48 | $65.83 | -19.50% | Reduce -42.57% | 758,179 | -562,072 |
P2 Capital Partners, LLC Total Holding History ($B)
P2 Capital Partners, LLC's Asset Allocation
P2 Capital Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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P2 Capital Partners, LLC's Hypothetical Growth since 2025-03-31
P2 Capital Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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P2 Capital Partners, LLC's Holdings Heat Map
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P2 Capital Partners, LLC's Holdings Bubble Chart
P2 Capital Partners, LLC News
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