Institutional Fund
P2 Capital Partners, LLC
New York, NYCIK 14063135 filings on record
Portfolio Value
$209.92M
Q1 2026
Holdings
10
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-46.2%
from $390.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Acadia Healthcare Company In19.8%
- Cbiz Inc14.6%
- Jbt Marel Corporation13.7%
- Henry Schein Inc10.5%
- Tennant Co9.6%
- Blackbaud Inc8.9%
- Other22.9%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Acadia Healthcare Company In | 1.77M | $41.51M | 19.8% | +1.77M | New |
| 2 | Cbiz Inc | 1.14M | $30.63M | 14.6% | −632.7K | Reduced |
| 3 | Jbt Marel Corporation | 225.5K | $28.83M | 13.7% | −224.5K | Reduced |
| 4 | Henry Schein Inc | 299.5K | $22.07M | 10.5% | −62.3K | Reduced |
| 5 | Tennant Co | 304.2K | $20.20M | 9.6% | −180.7K | Reduced |
| 6 | Blackbaud Inc | 482.9K | $18.64M | 8.9% | −147.4K | Reduced |
| 7 | Msa Safety Inc | 103.3K | $16.93M | 8.1% | −82.4K | Reduced |
| 8 | Zeta Global Holdings Corp | 915.0K | $14.57M | 6.9% | −785.0K | Reduced |
| 9 | Livanova PLC | 145.7K | $9.26M | 4.4% | −348.2K | Reduced |
| 10 | Enovis Corporation | 320.0K | $7.28M | 3.5% | −275.0K | Reduced |