P2 Capital Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$209.9M
Q ending 2026-03-31
Prior quarter
$390.3M
Q ending 2025-12-31
Change
-46.2% QoQ · -59.3% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Acadia Healthcare Company In | ACHC | Shares | $41.5M | 1.8M |
| Cbiz Inc | CBZ | Shares | $30.6M | 1.1M |
| Jbt Marel Corporation | JBTM | Shares | $28.8M | 225K |
| Schein Henry Inc | HSIC | Shares | $22.1M | 299K |
| Tennant Co | TNC | Shares | $20.2M | 304K |
| Blackbaud Inc | BLKB | Shares | $18.6M | 483K |
| Msa Safety Inc | MSA | Shares | $16.9M | 103K |
| Zeta Global Holdings Corp | ZETA | Shares | $14.6M | 915K |
| Livanova Plc | Shares | $9.3M | 146K | |
| Enovis Corporation | ENOV | Shares | $7.3M | 320K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.