Institutional
P2 Capital Partners, LLC
CIK 0001406313
$209.9M
Reported AUM
10
Positions
Q1 2026
Period
2026-05-15
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ACHC | ACADIA HEALTHCARE COMPANY IN | $29.06 | 3.27% | 37.79% | -56.05% | $41.5M | 19.77% | — | HELD |
| 2 | CBZ | CBIZ INC | $55.18 | -0.13% | -10.53% | 61.98% | $30.6M | 14.59% | — | HELD |
| 3 | JBTM | JBT MAREL CORPORATION | $139.23 | -0.81% | 5.95% | -2.19% | $28.8M | 13.73% | — | HELD |
| 4 | HSIC | SCHEIN HENRY INC | $84.64 | -0.62% | 25.10% | 12.50% | $22.1M | 10.51% | — | HELD |
| 5 | TNC | TENNANT CO | $83.49 | 0.98% | 4.63% | 20.74% | $20.2M | 9.62% | — | HELD |
| 6 | BLKB | BLACKBAUD INC | $40.60 | 1.30% | -37.81% | -41.74% | $18.6M | 8.88% | — | HELD |
| 7 | MSA | MSA SAFETY INC | $194.53 | 11.57% | 0.72% | 13.55% | $16.9M | 8.07% | — | HELD |
| 8 | ZETA | ZETA GLOBAL HOLDINGS CORP | $21.58 | 0.96% | 43.20% | 218.98% | $14.6M | 6.94% | — | HELD |
| 9 | LIVN | LIVANOVA PLC | $79.48 | -1.94% | 96.17% | -2.42% | $9.3M | 4.41% | — | HELD |
| 10 | ENOV | ENOVIS CORPORATION | $28.61 | -2.35% | 10.70% | -65.63% | $7.3M | 3.47% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002116. 13F discloses long positions only — shorts, foreign equities, and options are excluded.