13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001406313
Total reported value
$245.6M
$245.6M
12 檔
133.8%
As reported in its official Q3 2025 Form 13F filing, P2 Capital Partners, LLC's tracked investment portfolio stood at $245.6M with 12 total positions.
P2 Capital Partners, LLC executed strategic sector rebalancing during Q3 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 6 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CBZ | Cbiz Inc | Stock-Other | 17.46% | +0.26% | -4.98% | |
| 2 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 12.98% | +0.43% | — | |
| 3 | JBTM | Jbt Marel CORP | Stock-Industrials | 12.14% | -0.42% | -17.43% | |
| 4 | ACHC | Acadia Healthcare Co Inc | Stock-Other | 11.12% | +1.57% | +9.10% | |
| 5 | IAS | Integral Ad Science Holding | Stock-Other | 9.44% | — | -1.61% | |
| 6 | BLKB | Blackbaud Inc | Stock-Other | 7.79% | -3.06% | +28.44% | |
| 7 | TNC | Tennant Co | Stock-Other | 7.55% | -1.59% | -3.96% | |
| 8 | LIVN | LivaNova PLC | Stock-Other | 4.97% | -3.79% | -3.89% | |
| 9 | HSIC | Henry Schein Inc | Stock-Healthcare | 4.61% | -1.51% | -3.98% | |
| 10 | MSA | Msa Safety Inc | Stock-Industrials | 4.51% | -1.02% | -3.54% | |
| 11 | AVNT | Avient CORP | Stock-Materials | 3.96% | — | -3.85% | |
| 12 | ENOV | Enovis CORP | Stock-Other | 3.47% | -0.77% | -3.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ZETA | Zeta Global Holdings Corp-a | +11.1% | — | Add |
| 2 | BLKB | Blackbaud Inc | +2.4% | +28.44% | Add |
| 3 | IAS | Integral Ad Science Holding | +1.9% | -1.61% | Add |
| 4 | ENOV | Enovis CORP | +1% | -3.59% | Add |
| 5 | LIVN | LivaNova PLC | +0.8% | -3.89% | Trim |
| 6 | TNC | Tennant Co | -0.5% | -3.96% | Trim |
| 7 | AVNT | Avient CORP | -1.1% | -3.85% | Trim |
| 8 | ACHC | Acadia Healthcare Co Inc | -1.5% | +9.10% | Add |
| 9 | JBTM | Jbt Marel CORP | -1.9% | -17.43% | Trim |
| 10 | HSIC | Henry Schein Inc | -2.9% | -3.98% | Trim |
| 11 | CBZ | Cbiz Inc | -10.8% | -4.98% | Trim |
| 12 | MSA | Msa Safety Inc | — | NEW | New buy |
| 13 | FUL | H.b. Fuller Co. | — | EXIT | Sold out |
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 Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CBZ, ZETA, JBTM) accounted for 133.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
MSA
市值: $23.5M
Top Position Liquidated / Trimmed
FUL
前期市值: $16.0M
During Q3 2025, P2 Capital Partners, LLC's top holdings by market value included CBZ (17.5%)、ZETA (13.0%)、JBTM (12.1%). The largest single position, CBZ, represented 17.5% of total portfolio value.
In Q3 2025, P2 Capital Partners, LLC made 13 total portfolio adjustments, initiating 1 new buys, adding to 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.