P2 Capital Partners, LLC Portfolio Holdings by Sector
P2 Capital Partners, LLC
- $525 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Specialty Business Services | Industrials
CBZ 1 stocks |
$129,530
24.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
JBT TNC ENOV 3 stocks |
$127,025
24.17% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
BLKB ZETA ZETA 3 stocks |
$84,177
16.02% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
1
Puts
|
Medical Care Facilities | Healthcare
ACHC 1 stocks |
$48,606
9.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
IAS 1 stocks |
$40,802
7.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
HSIC 1 stocks |
$27,524
5.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Security & Protection Services | Industrials
MSA 1 stocks |
$23,679
4.51% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
LIVN 1 stocks |
$23,135
4.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
AVNT 1 stocks |
$20,999
4.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|