P2 Capital Partners, LLC Portfolio Holdings

P2 Capital Partners, LLC

  • $517 Million
  • Q1 2025

P2 Capital Partners, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $517 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cbiz, Inc. with a value of $145M, John Bean Technologies Corp with a value of $74.7M, Acadia Healthcare Company, Inc. with a value of $65M, Tennant CO with a value of $41.2M, and Integral Ad Science Holding Corp. with a value of $38.8M.

Examining the 13F form we can see an decrease of $71.5M in the current position value, from $589M to 517M.

P2 Capital Partners, LLC is based out at New York, NY

Below you can find more details about P2 Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $517 Million
Industrials: $274 Million
Healthcare: $125 Million
Basic Materials: $41.9 Million
Communication Services: $38.8 Million
Technology: $37.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.76B
$145 Million 28.11% of portfolio
1,917,063
Q1 2025 Added 5.98%
$4.01B
$74.7 Million 14.43% of portfolio
593,558
Q4 2024 Reduced 25.82%
$2B
$65 Million 12.56% of portfolio
2,142,188
Q1 2025 Reduced 2.37%
$1.48B
$41.2 Million 7.97% of portfolio
517,078
Q4 2024 Reduced 28.91%
$1.33B
$38.8 Million 7.49% of portfolio
4,810,000
Q4 2024 Reduced 34.6%
$9.83B
$38.5 Million 7.45% of portfolio
562,786
Q1 2025 Reduced 3.52%
$3.45B
$27.7 Million 5.35% of portfolio
446,259
Q1 2025 Reduced 41.14%
$3.05B
$25.9 Million 5.01% of portfolio
696,867
Q4 2024 Reduced 33.3%
$2.33B
$21.7 Million 4.2% of portfolio
552,902
Q1 2025 Added 8.24%
$3.24B
$16 Million 3.09% of portfolio
284,442
Q1 2025 Reduced 16.2%
$1.47B
$12.6 Million 2.44% of portfolio
330,000
Q4 2024 Reduced 28.26%
$2.68B
$9.83 Million 1.9% of portfolio
725,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $517 Million
  • Prior Value $589 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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