P2 Capital Partners, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
P2 Capital Partners, LLC disclosed 12 US equity positions worth $245.6m in its Q2 2026 13F filing. The largest position was ACHC at 21.3% of the reported book, followed by CBZ and JBTM. Against the Q1 2026 filing, it opened 2 new positions, added to 1 and reduced 4 among the top 12 holdings.
What did P2 Capital Partners, LLC own in Q2 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 21.3% | $52.4m | 1,774,484 | 0% | held |
| 2 | CBZ CBIZ INC | Industrials | 14.9% | $36.5m | 1,136,974 | -0% | held |
| 3 | JBTM JBT MAREL CORPORATION | Industrials | 13.3% | $32.7m | 225,470 | 0% | held |
| 4 | HSIC SCHEIN HENRY INC | Healthcare | 9.0% | $22.1m | 264,486 | -12% | reduced |
| 5 | TNC TENNANT CO | Industrials | 8.0% | $19.7m | 225,255 | -26% | reduced |
| 6 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 7.4% | $18.1m | 920,000 | 1% | added |
| 7 | MSA MSA SAFETY INC | Industrials | 7.0% | $17.3m | 99,117 | -4% | reduced |
| 8 | BLKB BLACKBAUD INC | Technology | 5.8% | $14.3m | 482,874 | 0% | held |
| 9 | CWST CASELLA WASTE SYS INC | Industrials | 5.8% | $14.3m | 147,236 | – | new |
| 10 | LRN STRIDE INC | Consumer Defensive | 4.1% | $10.1m | 116,630 | – | new |
| 11 | ENOV ENOVIS CORPORATION | Healthcare | 2.7% | $6.6m | 320,000 | 0% | held |
| 12 | LIVN LIVANOVA PLC | Healthcare | 0.6% | $1.5m | 18,452 | -87% | reduced |
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.