P2 Capital Partners, LLC
13F Reported Value
ⓘ$245.6M
Holdings
12
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
P2 Capital Partners, LLC disclosed 12 positions worth $245.6M in its Form 13F-HR for Q2 2026, led by $ACHC (Acadia Healthcare Company, Inc.) at 21.3% of the equity portfolio, followed by $CBZ and $JBTM. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $CWST. The portfolio is most concentrated in Healthcare (40.7% 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
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 36.7#2,260
Quality
$52.4M1,774,484 sh - 58.8#979
Quality
$36.5M1,136,974 sh - 64.3#557
Quality
$32.7M225,470 sh - 58.8
Quality
$22.1M264,486 sh - 35.7
Quality
$19.7M225,255 sh - 63.4
Quality
$18.1M920,000 sh - 63.4
Quality
$17.3M99,117 sh - 62.5
Quality
$14.3M482,874 sh - 57.1
Quality
$14.3M147,236 sh - 64.5
Quality
$10.1M116,630 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Acadia Healthcare Company, Inc.$ACHC | 36.7#2,260 | $52.4M | 1,774,484 |
 CBIZ, Inc.$CBZ | 58.8#979 | $36.5M | 1,136,974 |
 JBT MAREL Corp$JBTM | 64.3#557 | $32.7M | 225,470 |
 HENRY SCHEIN INC$HSIC | 58.8 | $22.1M | 264,486 |
 TENNANT CO$TNC | 35.7 | $19.7M | 225,255 |
 Zeta Global Holdings Corp.$ZETA | 63.4 | $18.1M | 920,000 |
 MSA Safety Inc$MSA | 63.4 | $17.3M | 99,117 |
 BLACKBAUD INC$BLKB | 62.5 | $14.3M | 482,874 |
 CASELLA WASTE SYSTEMS INC$CWST | 57.1 | $14.3M | 147,236 |
 Stride, Inc.$LRN | 64.5 | $10.1M | 116,630 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of P2 Capital Partners, LLC's 12 positions.
Showing top 10 of 12 holdings.
Sector Allocation
Healthcare
$99.9M
Industrials
$88.9M
Technology
$32.4M
Utilities
$14.3M
Consumer Discretionary
$10.1M
Full Holdings — P2 Capital Partners, LLC (Q2 2026)
All 12 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. | $52.4M | 21.3% | +0% | 36.7 |
| 2 | $CBZ | CBIZ, Inc. | $36.5M | 14.8% | -0% | 58.8 |
| 3 | $JBTM | JBT MAREL Corp | $32.7M | 13.3% | +0% | 64.3 |
| 4 | $HSIC | HENRY SCHEIN INC | $22.1M | 9.0% | -12% | 58.8 |
| 5 | $TNC | TENNANT CO | $19.7M | 8.0% | -26% | 35.7 |
| 6 | $ZETA | Zeta Global Holdings Corp. | $18.1M | 7.4% | +1% | 63.4 |
| 7 | $MSA | MSA Safety Inc | $17.3M | 7.0% | -4% | 63.4 |
| 8 | $BLKB | BLACKBAUD INC | $14.3M | 5.8% | +0% | 62.5 |
| 9 | $CWST | CASELLA WASTE SYSTEMS INC | $14.3M | 5.8% | NEW | 57.1 |
| 10 | $LRN | Stride, Inc. | $10.1M | 4.1% | NEW | 64.5 |
| 11 |  $ENOV | Enovis CORP | $6.6M | 2.7% | +0% | 39.5 |
| 12 |  $LIVN | LivaNova PLC | $1.5M | 0.6% | -87% | — |
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