P2 Capital Partners, LLC — 13F Holdings & Portfolio
CIK 1406313 · latest 13F-HR filed 2026-05-15
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.
$209.9M
Long-equity book
10
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −1 / ↑0 / ↓9
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- CBIZ INC-$58.8M -65.8%
- JBT MAREL CORPORATION-$39.0M -57.5%
- BLACKBAUD INC-$21.3M -53.3%
- LIVANOVA PLC-$21.1M -69.5%
- ZETA GLOBAL HOLDINGS CORP-$20.0M -57.9%
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 | $41.5M | 19.77% | 1,774,484 | SH |
| 2 | CBIZ INC | CBZ | 124805102 | $30.6M | 14.59% | 1,140,674 | SH |
| 3 | JBT MAREL CORPORATION | JBTM | 477839104 | $28.8M | 13.73% | 225,470 | SH |
| 4 | SCHEIN HENRY INC | HSIC | 806407102 | $22.1M | 10.51% | 299,486 | SH |
| 5 | TENNANT CO | TNC | 880345103 | $20.2M | 9.62% | 304,207 | SH |
| 6 | BLACKBAUD INC | BLKB | 09227Q100 | $18.6M | 8.88% | 482,874 | SH |
| 7 | MSA SAFETY INC | MSA | 553498106 | $16.9M | 8.07% | 103,269 | SH |
| 8 | ZETA GLOBAL HOLDINGS CORP | ZETA | 98956A105 | $14.6M | 6.94% | 915,000 | SH |
| 9 | LIVANOVA PLC | LIVN | G5509L101 | $9.3M | 4.41% | 145,729 | SH |
| 10 | ENOVIS CORPORATION | ENOV | 194014502 | $7.3M | 3.47% | 320,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |