P2 Capital Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, P2 Capital Partners, Llc disclosed 12 stock positions valued at approximately $245.57M as of quarter-end June 30, 2026. The largest holdings include ACADIA HEALTHCARE COMPANY IN, CBIZ INC, and JBT MAREL CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 12
- Portfolio Value
- $245.57M
Holdings by Sector
P2 Capital Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ACADIA HEALTHCARE COMPANY IN | ACHC | Healthcare | 21.34% | 1,774,484 | - | - | $52,400,513 |
| CBIZ INC | CBZ | Industrials | 14.85% | 1,136,974 | -3,700 | -0.32% | $36,474,126 |
| JBT MAREL CORPORATION | JBT | Industrials | 13.31% | 225,470 | - | - | $32,693,150 |
| SCHEIN HENRY INC | HSIC | Healthcare | 9.00% | 264,486 | -35,000 | -11.69% | $22,089,871 |
| TENNANT CO | TNC | Industrials | 8.03% | 225,255 | -78,952 | -25.95% | $19,718,823 |
| ZETA GLOBAL HOLDINGS CORP | ZETA | Technology | 7.37% | 920,000 | +5,000 | +0.55% | $18,105,600 |
| MSA SAFETY INC | MSA | Industrials | 7.05% | 99,117 | -4,152 | -4.02% | $17,303,846 |
| BLACKBAUD INC | BLKB | Technology | 5.82% | 482,874 | - | - | $14,302,728 |
| CASELLA WASTE SYS INC | CWST | Industrials | 5.81% | 147,236 | +147,236 | +100.00% | $14,277,475 |
| STRIDE INC | LRN | Consumer Defensive | 4.10% | 116,630 | +116,630 | +100.00% | $10,058,171 |
| ENOVIS CORPORATION | ENOV | Industrials | 2.70% | 320,000 | - | - | $6,624,000 |
| LIVANOVA PLC | LIVN | Other | 0.62% | 18,452 | -127,277 | -87.34% | $1,517,308 |
Showing 12 of 12 holdings in the latest reporting period.