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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001406313
Total reported value
$245.6M
$245.6M
12 檔
137.3%
The Q2 2025 SEC filing reveals that P2 Capital Partners, LLC held a total portfolio value of $245.6M, covering 12 public equity positions.
In Q2 2025, P2 Capital Partners, LLC adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including CBZ, JBTM, ZETA) accounted for 137.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CBZ | Cbiz Inc | Stock-Other | 24.79% | +0.26% | -5.78% | |
| 2 | JBTM | Jbt Marel CORP | Stock-Industrials | 12.54% | -0.42% | -8.19% | |
| 3 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 10.08% | +0.43% | +368.97% | |
| 4 | ACHC | Acadia Healthcare Co Inc | Stock-Other | 9.30% | +1.57% | — | |
| 5 | IAS | Integral Ad Science Holding | Stock-Other | 7.81% | — | +2.08% | |
| 6 | TNC | Tennant Co | Stock-Other | 7.49% | -1.59% | -2.35% | |
| 7 | BLKB | Blackbaud Inc | Stock-Other | 6.03% | -3.06% | +9.97% | |
| 8 | HSIC | Henry Schein Inc | Stock-Healthcare | 5.27% | -1.51% | -33.05% | |
| 9 | MSA | Msa Safety Inc | Stock-Industrials | 4.53% | -1.02% | — | |
| 10 | LIVN | LivaNova PLC | Stock-Other | 4.43% | -3.79% | -7.05% | |
| 11 | AVNT | Avient CORP | Stock-Materials | 4.02% | — | -6.73% | |
| 12 | ENOV | Enovis CORP | Stock-Other | 3.70% | -0.77% | +87.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ZETA | Zeta Global Holdings Corp-a | +8.2% | +368.97% | Add |
| 2 | MSA | Msa Safety Inc | +4.5% | NEW | New buy |
| 3 | ENOV | Enovis CORP | +1.3% | +87.01% | Add |
| 4 | BLKB | Blackbaud Inc | +0.7% | +9.97% | Add |
| 5 | IAS | Integral Ad Science Holding | +0.3% | +2.08% | Add |
| 6 | LIVN | LivaNova PLC | +0.2% | -7.05% | Trim |
| 7 | TNC | Tennant Co | -0.5% | -2.35% | Trim |
| 8 | AVNT | Avient CORP | -1% | -6.73% | Trim |
| 9 | JBTM | Jbt Marel CORP | -1.5% | -8.19% | Trim |
| 10 | HSIC | Henry Schein Inc | -2.2% | -33.05% | Trim |
| 11 | FUL | H.b. Fuller Co. | -3.1% | EXIT | Sold out |
| 12 | ACHC | Acadia Healthcare Co Inc | -3.3% | — | Unchanged |
| 13 | CBZ | Cbiz Inc | -3.4% | -5.78% | Trim |
According to official SEC Form 13F filings, P2 Capital Partners, LLC reported a total U.S. public equity portfolio value of $245.6M across 12 disclosed positions in Q2 2025.
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Top New Position Initiated
MSA
市值: $23.7M
Top Position Liquidated / Trimmed
FUL
前期市值: $16.0M
During Q2 2025, P2 Capital Partners, LLC's top holdings by market value included CBZ (24.8%)、JBTM (12.5%)、ZETA (10.1%). The largest single position, CBZ, represented 24.8% of total portfolio value.
In Q2 2025, P2 Capital Partners, LLC made 12 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 6 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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