P2 Capital Partners, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
P2 Capital Partners, LLC disclosed 10 US equity positions worth $209.9m in its Q1 2026 13F filing. The largest position was ACHC at 19.8% of the reported book, followed by CBZ and JBTM.
What did P2 Capital Partners, LLC own in Q1 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 19.8% | $41.5m | 1,774,484 | – | |
| 2 | CBZ CBIZ INC | Industrials | 14.6% | $30.6m | 1,140,674 | – | |
| 3 | JBTM JBT MAREL CORPORATION | Industrials | 13.7% | $28.8m | 225,470 | – | |
| 4 | HSIC SCHEIN HENRY INC | Healthcare | 10.5% | $22.1m | 299,486 | – | |
| 5 | TNC TENNANT CO | Industrials | 9.6% | $20.2m | 304,207 | – | |
| 6 | BLKB BLACKBAUD INC | Technology | 8.9% | $18.6m | 482,874 | – | |
| 7 | MSA MSA SAFETY INC | Industrials | 8.1% | $16.9m | 103,269 | – | |
| 8 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 6.9% | $14.6m | 915,000 | – | |
| 9 | LIVN LIVANOVA PLC | Healthcare | 4.4% | $9.3m | 145,729 | – | |
| 10 | ENOV ENOVIS CORPORATION | Healthcare | 3.5% | $7.3m | 320,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.