P2 Capital Partners, Llc Portfolio Stock Holdings
P2 Capital Partners, Llc disclosed 10 stock positions valued at approximately $209.9 million in its latest SEC 13F filing. The largest holdings include ACADIA HEALTHCARE COMPANY IN, CBIZ INC, and JBT MAREL CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 10
- Portfolio Value
- $209.9M
Holdings by Sector
P2 Capital Partners, Llc Portfolio Holdings in Q1 2026
10 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ACADIA HEALTHCARE COMPANY IN | ACHC | Healthcare | 19.77% | 1,774,484 | +1,774,484 | +100.00% | $41,505,181 |
| CBIZ INC | CBZ | Industrials | 14.59% | 1,140,674 | -632,717 | -35.68% | $30,627,097 |
| JBT MAREL CORPORATION | JBT | Industrials | 13.73% | 225,470 | -224,482 | -49.89% | $28,830,849 |
| SCHEIN HENRY INC | HSIC | Healthcare | 10.51% | 299,486 | -62,300 | -17.22% | $22,072,118 |
| TENNANT CO | TNC | Industrials | 9.62% | 304,207 | -180,743 | -37.27% | $20,199,345 |
| BLACKBAUD INC | BLKB | Technology | 8.88% | 482,874 | -147,429 | -23.39% | $18,643,765 |
| MSA SAFETY INC | MSA | Industrials | 8.07% | 103,269 | -82,406 | -44.38% | $16,930,953 |
| ZETA GLOBAL HOLDINGS CORP | ZETA | Technology | 6.94% | 915,000 | -785,000 | -46.18% | $14,566,800 |
| LIVANOVA PLC | LIVN | Other | 4.41% | 145,729 | -348,173 | -70.49% | $9,262,535 |
| ENOVIS CORPORATION | ENOV | Industrials | 3.47% | 320,000 | -275,000 | -46.22% | $7,280,000 |