P2 Capital Partners, LLC 13F Holdings · Q2 2026
P2 Capital Partners, LLC reported 12 securities worth $245.57M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ACHC (21.34%), CBZ (14.85%), JBTM (13.31%). Among its top 25 positions this quarter: 2 new, 1 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACHC | ACADIA HEALTHCARE COMPANY IN | $52.4M | 21.34% | 1.8M | Hold |
| 2 | CBZ | CBIZ INC | $36.5M | 14.85% | 1.1M | Trimmed |
| 3 | JBTM | JBT MAREL CORPORATION | $32.7M | 13.31% | 225,470 | Hold |
| 4 | HSIC | SCHEIN HENRY INC | $22.1M | 9.00% | 264,486 | Trimmed |
| 5 | TNC | TENNANT CO | $19.7M | 8.03% | 225,255 | Trimmed |
| 6 | ZETA | ZETA GLOBAL HOLDINGS CORP | $18.1M | 7.37% | 920,000 | Added |
| 7 | MSA | MSA SAFETY INC | $17.3M | 7.05% | 99,117 | Trimmed |
| 8 | BLKB | BLACKBAUD INC | $14.3M | 5.82% | 482,874 | Hold |
| 9 | CWST | CASELLA WASTE SYS INC | $14.3M | 5.81% | 147,236 | New |
| 10 | LRN | STRIDE INC | $10.1M | 4.10% | 116,630 | New |
| 11 | ENOV | ENOVIS CORPORATION | $6.6M | 2.70% | 320,000 | Hold |
| 12 | LIVN | LIVANOVA PLC | $1.5M | 0.62% | 18,452 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR