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
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | ACHC | ACADIA HEALTHCARE COMPANY IN | $41.5M | 19.77% | +1,774,484 | NEW |
| 2 | CBZ | CBIZ INC | $30.6M | 14.59% | -632,717 | -35.7% |
| 3 | JBTM | JBT MAREL CORPORATION | $28.8M | 13.73% | -224,482 | -49.9% |
| 4 | HSIC | SCHEIN HENRY INC | $22.1M | 10.51% | -62,300 | -17.2% |
| 5 | TNC | TENNANT CO | $20.2M | 9.62% | -180,743 | -37.3% |
| 6 | BLKB | BLACKBAUD INC | $18.6M | 8.88% | -147,429 | -23.4% |
| 7 | MSA | MSA SAFETY INC | $16.9M | 8.07% | -82,406 | -44.4% |
| 8 | ZETA | ZETA GLOBAL HOLDINGS CORP | $14.6M | 6.94% | -785,000 | -46.2% |
| 9 | LIVN | LIVANOVA PLC | $9.3M | 4.41% | -348,173 | -70.5% |
| 10 | ENOV | ENOVIS CORPORATION | $7.3M | 3.47% | -275,000 | -46.2% |
| 11 | AVNT | AVIENT CORPORATION | — | — | -624,934 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-002116. 13F discloses long positions only — shorts, foreign equities, and options are excluded.