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 | $27.35 | -16.34% | 29.68% | -58.64% | $41.5M | 19.77% | — | HELD |
| 2 | CBZ | CBIZ INC | $54.90 | 17.56% | -11.09% | 60.95% | $30.6M | 14.59% | — | HELD |
| 3 | JBTM | JBT MAREL CORPORATION | $141.16 | -3.15% | 6.54% | -1.64% | $28.8M | 13.73% | — | HELD |
| 4 | HSIC | SCHEIN HENRY INC | $85.83 | 0.14% | 26.00% | 13.32% | $22.1M | 10.51% | — | HELD |
| 5 | TNC | TENNANT CO | $84.37 | -4.34% | 5.73% | 22.01% | $20.2M | 9.62% | — | HELD |
| 6 | BLKB | BLACKBAUD INC | $42.18 | 17.39% | -35.39% | -39.47% | $18.6M | 8.88% | — | HELD |
| 7 | MSA | MSA SAFETY INC | $175.81 | -2.18% | 1.56% | 14.50% | $16.9M | 8.07% | — | HELD |
| 8 | ZETA | ZETA GLOBAL HOLDINGS CORP | $22.08 | 0.87% | 46.42% | 226.14% | $14.6M | 6.94% | — | HELD |
| 9 | LIVN | LIVANOVA PLC | $81.43 | -0.80% | 101.00% | -0.02% | $9.3M | 4.41% | — | HELD |
| 10 | ENOV | ENOVIS CORPORATION | $30.26 | 2.51% | 17.56% | -63.50% | $7.3M | 3.47% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002116. 13F discloses long positions only — shorts, foreign equities, and options are excluded.