P2 Capital Partners, LLC

CIK

1406313

City

New York

State / Country

Stock

CBZ — CBIZ, Inc.

Top Portfolio Positions

10 positions · $209,918,638 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
ACHC	Acadia Healthcare Company, Inc. Healthcare	1,774,484	$41,505,180	19.77%
CBZ	CBIZ, Inc. Industrials	1,140,674	$30,627,096	14.59%
JBTM	JBT MAREL Corp Industrials	225,470	$28,830,848	13.73%
HSIC	Henry Schein Inc Healthcare	299,486	$22,072,118	10.51%
TNC	Tennant Co Industrials	304,207	$20,199,344	9.62%
BLKB	Blackbaud Inc Technology	482,874	$18,643,765	8.88%
MSA	MSA Safety Inc Industrials	103,269	$16,930,952	8.07%
ZETA	Zeta Global Holdings Corp. Technology	915,000	$14,566,800	6.94%
LIVN	LivaNova PLC Healthcare	145,729	$9,262,535	4.41%
ENOV	Enovis CORP Healthcare	320,000	$7,280,000	3.47%

Portfolio Trend

25 quarters · across all stocks

Holdings in CBZ

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,627,096	1,140,674	-35.7%	Shares	Defined	2026-05-15
2025-12-31	$89,467,575	1,773,391	+3.3%	Shares	Defined	2026-02-17
2025-09-30	$90,896,572	1,716,325	-5.0%	Shares	Defined	2025-11-14
2025-06-30	$129,530,346	1,806,308	-5.8%	Shares	Defined	2025-08-14
2025-03-31	$145,428,399	1,917,063	+6.0%	Shares	Defined	2025-05-15
2024-12-31	$148,026,787	1,808,955	+0.5%	Shares	Defined	2025-02-14
2024-09-30	$121,157,798	1,800,532	+63.1%	Shares	Defined	2024-11-14
2024-06-30	$81,806,992	1,104,008	-21.1%	Shares	Defined	2024-08-14
2024-03-31	$109,822,363	1,399,011	-43.9%	Shares	Defined	2024-05-15
2023-12-31	$156,174,380	2,495,197	-3.3%	Shares	Defined	2024-02-14
2023-09-30	$133,861,466	2,579,219	-4.1%	Shares	Defined	2023-11-14
2023-06-30	$143,268,001	2,688,964	-2.6%	Shares	Defined	2023-08-14
2023-03-31	$136,572,356	2,759,595	0.0%	Shares	Defined	2023-05-15
2022-12-31	$129,287,025	2,759,595	-20.8%	Shares	Defined	2023-02-23
2022-09-30	$149,132,406	3,486,031	0.0%	Shares	Defined	2022-11-14
2022-06-30	$139,301,798	3,486,031	0.0%	Shares	Defined	2022-08-15
2022-03-31	$146,308,721	3,486,031	0.0%	Shares	Defined	2022-05-16
2021-12-31	$136,373,532	3,486,031	0.0%	Shares	Defined	2022-02-14
2021-09-30	$112,738,242	3,486,031	0.0%	Shares	Defined	2021-11-15
2021-06-30	$114,237,235	3,486,031	0.0%	Shares	Defined	2021-08-16
2021-03-31	$113,853,772	3,486,031	0.0%	Shares	Defined	2021-05-17
2020-12-31	$92,763,284	3,486,031	0.0%	Shares	Defined	2021-02-16
2020-09-30	$79,725,528	3,486,031	+4.5%	Shares	Sole	2020-11-16
2020-06-30	$79,964,663	3,336,031	+11.9%	Shares	Defined	2020-08-14
2020-03-31	$62,385,552	2,982,101	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.