§ 13F · FUND PROFILE
P2 Capital Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $520.5T (13F)Positions · 13Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CBZ | CBIZ INC | 1.77M | $89.5T | 22.9% | +3% |
| 2 | JBTM | JBT MAREL CORPORATION | 450K | $67.8T | 17.4% | ±0% |
| 3 | BLKB | BLACKBAUD INC | 630K | $39.9T | 10.2% | ±0% |
| 4 | TNC | TENNANT CO | 485K | $35.7T | 9.2% | ±0% |
| 5 | ZETA | ZETA GLOBAL HOLDINGS CORP | 1.70M | $34.6T | 8.9% | ±0% |
| 6 | LIVN | LIVANOVA PLC | 494K | $30.4T | 7.8% | ±0% |
| 7 | MSA | MSA SAFETY INC | 186K | $29.7T | 7.6% | +36% |
| 8 | HSIC | HENRY SCHEIN INC | 362K | $27.3T | 7.0% | ±0% |
| 9 | AVNT | AVIENT CORPORATION | 625K | $19.5T | 5.0% | ±0% |
| 10 | ENOV | ENOVIS CORPORATION | 595K | $15.9T | 4.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE P2 SIGNAL
AC read
P2 Capital Partners, LLC is a Other fund managing $520480.0 trillion in assets. The fund runs a focused portfolio of just 13 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed