P2 Capital Partners, LLC — 13F Holdings & Portfolio
CIK 1406313 · latest 13F-HR filed 2026-08-14
P2 Capital Partners, LLC manages $245.6M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ACHC (21.34%), CBZ (14.85%), JBTM (13.31%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 4, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
25TH FLOOR
NEW YORK, NY 10022
$245.6M
Long-equity book
12
Distinct positions
2026-06-30
Filed 2026-08-14
+2 / −0 / ↑4 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ACADIA HEALTHCARE COMPANY IN$10.9M +26.3%
- CBIZ INC$5.8M +19.1%
- JBT MAREL CORPORATION$3.9M +13.4%
- ZETA GLOBAL HOLDINGS CORP$3.5M +24.3%
Top Trims
- LIVANOVA PLC-$7.7M -83.6%
- BLACKBAUD INC-$4.3M -23.3%
- ENOVIS CORPORATION-$656.0K -9.0%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ACADIA HEALTHCARE COMPANY IN | ACHC | 00404A109 | $52.4M | 21.34% | 1,774,484 | SH |
| 2 | CBIZ INC | CBZ | 124805102 | $36.5M | 14.85% | 1,136,974 | SH |
| 3 | JBT MAREL CORPORATION | JBTM | 477839104 | $32.7M | 13.31% | 225,470 | SH |
| 4 | SCHEIN HENRY INC | HSIC | 806407102 | $22.1M | 9.00% | 264,486 | SH |
| 5 | TENNANT CO | TNC | 880345103 | $19.7M | 8.03% | 225,255 | SH |
| 6 | ZETA GLOBAL HOLDINGS CORP | ZETA | 98956A105 | $18.1M | 7.37% | 920,000 | SH |
| 7 | MSA SAFETY INC | MSA | 553498106 | $17.3M | 7.05% | 99,117 | SH |
| 8 | BLACKBAUD INC | BLKB | 09227Q100 | $14.3M | 5.82% | 482,874 | SH |
| 9 | CASELLA WASTE SYS INC | CWST | 147448104 | $14.3M | 5.81% | 147,236 | SH |
| 10 | STRIDE INC | LRN | 86333M108 | $10.1M | 4.10% | 116,630 | SH |
| 11 | ENOVIS CORPORATION | ENOV | 194014502 | $6.6M | 2.70% | 320,000 | SH |
| 12 | LIVANOVA PLC | LIVN | G5509L101 | $1.5M | 0.62% | 18,452 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $245.6M | 12 | 0001172661-26-003641 |
| 2026-03-31 | 2026-05-15 | $209.9M | 10 | 0001172661-26-002116 |
| 2025-12-31 | 2026-02-17 | $390.3M | 10 | 0001172661-26-000829 |
| 2025-09-30 | 2025-11-14 | $520.5M | 13 | 0001172661-25-004819 |