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 $209.9M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ACHC ($41.5M, 19.77%), CBZ ($30.6M, 14.59%), JBTM ($28.8M, 13.73%), HSIC ($22.1M, 10.51%), TNC ($20.2M, 9.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACHC | ACADIA HEALTHCARE COMPANY IN | $41.5M | 19.77% | 1.8M | New |
| 2 | CBZ | CBIZ INC | $30.6M | 14.59% | 1.1M | Trimmed |
| 3 | JBTM | JBT MAREL CORPORATION | $28.8M | 13.73% | 225,470 | Trimmed |
| 4 | HSIC | SCHEIN HENRY INC | $22.1M | 10.51% | 299,486 | Trimmed |
| 5 | TNC | TENNANT CO | $20.2M | 9.62% | 304,207 | Trimmed |
| 6 | BLKB | BLACKBAUD INC | $18.6M | 8.88% | 482,874 | Trimmed |
| 7 | MSA | MSA SAFETY INC | $16.9M | 8.07% | 103,269 | Trimmed |
| 8 | ZETA | ZETA GLOBAL HOLDINGS CORP | $14.6M | 6.94% | 915,000 | Trimmed |
| 9 | LIVN | LIVANOVA PLC | $9.3M | 4.41% | 145,729 | Trimmed |
| 10 | ENOV | ENOVIS CORPORATION | $7.3M | 3.47% | 320,000 | Trimmed |
| 11 | AVNT | AVIENT CORPORATION | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31