Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
P2 Capital Partners, LLC (CIK 1406313) reported $245.6M across 12 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ACHC ($52.4M, 21.34%), CBZ ($36.5M, 14.85%), JBTM ($32.7M, 13.31%), HSIC ($22.1M, 9.00%), TNC ($19.7M, 8.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACHC | ACADIA HEALTHCARE COMPANY IN | $52.4M | 21.34% | 1.8M | Hold |
| 2 | CBZ | CBIZ INC | $36.5M | 14.85% | 1.1M | Trimmed |
| 3 | JBTM | JBT MAREL CORPORATION | $32.7M | 13.31% | 225,470 | Hold |
| 4 | HSIC | SCHEIN HENRY INC | $22.1M | 9.00% | 264,486 | Trimmed |
| 5 | TNC | TENNANT CO | $19.7M | 8.03% | 225,255 | Trimmed |
| 6 | ZETA | ZETA GLOBAL HOLDINGS CORP | $18.1M | 7.37% | 920,000 | Added |
| 7 | MSA | MSA SAFETY INC | $17.3M | 7.05% | 99,117 | Trimmed |
| 8 | BLKB | BLACKBAUD INC | $14.3M | 5.82% | 482,874 | Hold |
| 9 | CWST | CASELLA WASTE SYS INC | $14.3M | 5.81% | 147,236 | New |
| 10 | LRN | STRIDE INC | $10.1M | 4.10% | 116,630 | New |
| 11 | ENOV | ENOVIS CORPORATION | $6.6M | 2.70% | 320,000 | Hold |
| 12 | LIVN | LIVANOVA PLC | $1.5M | 0.62% | 18,452 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30