Q1 2026 · 13F-HR
P2 Capital Partners, LLCholdings as filed
Filed 2026-05-15 · accession 0001172661-26-002116
$209.9M
Reported value
10
Positions
2026-03-31
Period end
The Brief · P2 Capital Partners, LLC · Q1 2026
AI · grounded in 13F
P2 Capital Partners, LLC established a new position in ACHC valued at $41.5M. The fund closed its entire position in AVNT, reducing its holdings by $19.5M. Additionally, the fund trimmed shares in LIVN by 70.5% and JBTM by 49.9%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $41.5M | 19.8% | 1,774,484 | Common | SOLE |
| 124805102 | CBZ | CBIZ INC | $30.6M | 14.6% | 1,140,674 | Common | SOLE |
| 477839104 | JBTM | JBT MAREL CORPORATION | $28.8M | 13.7% | 225,470 | Common | SOLE |
| 806407102 | HSIC | SCHEIN HENRY INC | $22.1M | 10.5% | 299,486 | Common | SOLE |
| 880345103 | TNC | TENNANT CO | $20.2M | 9.62% | 304,207 | Common | SOLE |
| 09227Q100 | BLKB | BLACKBAUD INC | $18.6M | 8.88% | 482,874 | Common | SOLE |
| 553498106 | MSA | MSA SAFETY INC | $16.9M | 8.07% | 103,269 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $14.6M | 6.94% | 915,000 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $9.3M | 4.41% | 145,729 | Common | SOLE |
| 194014502 | ENOV | ENOVIS CORPORATION | $7.3M | 3.47% | 320,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.