P2 Capital Partners, LLC
•CIK: 1406313•Filing: Q4 2025
**P2 Capital Partners, LLC** manages $390M across a concentrated portfolio of 10 positions. The fund exhibits significant conviction in its top holdings, led by CBZ, representing $89.5M, and JBT, at $67.8M. Further allocations include substantial stakes in BLKB ($39.9M) and TN1 ($35.7M). This structure suggests a focused, high-conviction approach targeting specific market opportunities.
Total AUM
$390.3M
QoQ Performance
-13.8%
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
CBZ
JBT
BLKB
TN1
ZETA
LIVN
MSA
HSIC
CBZ22.9%
JBT17.4%
BLKB10.2%
TN19.2%
ZETA8.9%
LIVN7.8%
MSA7.6%
HSIC7.0%
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑2 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023