P2 Capital Partners, LLC
13F Reported Value
ⓘ$209.9M
Holdings
10
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
P2 Capital Partners, LLC disclosed 10 positions worth $209.9M in its Form 13F-HR for Q1 2026, led by $ACHC (Acadia Healthcare Company, Inc.) at 19.8% of the equity portfolio, followed by $CBZ and $JBTM. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $ACHC and a full exit from $AVNT. The portfolio is most concentrated in Healthcare (46.2% of disclosed assets). All figures are sourced directly from P2 Capital Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1406313.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 49.3#1,515
Quality
$41.5M1,774,484 sh - 67.0#492
Quality
$30.6M1,140,674 sh - 55.7#1,146
Quality
$28.8M225,470 sh - 52.0
Quality
$22.1M299,486 sh - 43.6
Quality
$20.2M304,207 sh - 59.1
Quality
$18.6M482,874 sh - 59.1
Quality
$16.9M103,269 sh - 53.6
Quality
$14.6M915,000 sh - —
Quality
$9.3M145,729 sh - 40.5
Quality
$7.3M320,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Acadia Healthcare Company, Inc.$ACHC | 49.3#1,515 | $41.5M | 1,774,484 |
 CBIZ, Inc.$CBZ | 67.0#492 | $30.6M | 1,140,674 |
 JBT MAREL Corp$JBTM | 55.7#1,146 | $28.8M | 225,470 |
 HENRY SCHEIN INC$HSIC | 52.0 | $22.1M | 299,486 |
 TENNANT CO$TNC | 43.6 | $20.2M | 304,207 |
 BLACKBAUD INC$BLKB | 59.1 | $18.6M | 482,874 |
 MSA Safety Inc$MSA | 59.1 | $16.9M | 103,269 |
 Zeta Global Holdings Corp.$ZETA | 53.6 | $14.6M | 915,000 |
 LivaNova PLC$LIVN | — | $9.3M | 145,729 |
 Enovis CORP$ENOV | 40.5 | $7.3M | 320,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of P2 Capital Partners, LLC's 10 positions.
Showing top 10 of 10 holdings.
Sector Allocation
Healthcare
$97.1M
Industrials
$79.7M
Technology
$33.2M
Full Holdings — P2 Capital Partners, LLC (Q1 2026)
All 10 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ACHC | Acadia Healthcare Company, Inc. | $41.5M | 19.8% | NEW | 49.3 |
| 2 | $CBZ | CBIZ, Inc. | $30.6M | 14.6% | -36% | 67 |
| 3 | $JBTM | JBT MAREL Corp | $28.8M | 13.7% | -50% | 55.7 |
| 4 | $HSIC | HENRY SCHEIN INC | $22.1M | 10.5% | -17% | 52 |
| 5 | $TNC | TENNANT CO | $20.2M | 9.6% | -37% | 43.6 |
| 6 | $BLKB | BLACKBAUD INC | $18.6M | 8.9% | -23% | 59.1 |
| 7 | $MSA | MSA Safety Inc | $16.9M | 8.1% | -44% | 59.1 |
| 8 | $ZETA | Zeta Global Holdings Corp. | $14.6M | 6.9% | -46% | 53.6 |
| 9 | $LIVN | LivaNova PLC | $9.3M | 4.4% | -70% | — |
| 10 | $ENOV | Enovis CORP | $7.3M | 3.5% | -46% | 40.5 |
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