P2 Capital Partners, LLC

CIK 0001406313 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

P2 Capital Partners, LLC reported 12 positions worth $245.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ACHC (21.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$245.6M
2026 Q2
Positions
12
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
96.7%
Est. Net Flow (Q)
2026 Q2
10 / 12 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ACHCACADIA HEALTHCARE COMPANY INSH$52.4M21.34%1,774,484
2CBZCBIZ INCSH$36.5M14.85%1,136,974
3JBTMJBT MAREL CORPORATIONSH$32.7M13.31%225,470
4HSICSCHEIN HENRY INCSH$22.1M9.00%264,486
5TNCTENNANT COSH$19.7M8.03%225,255
6ZETAZETA GLOBAL HOLDINGS CORPSH$18.1M7.37%920,000
7MSAMSA SAFETY INCSH$17.3M7.05%99,117
8BLKBBLACKBAUD INCSH$14.3M5.82%482,874
9CWSTCASELLA WASTE SYS INCSH$14.3M5.81%147,236
10LRNSTRIDE INCSH$10.1M4.10%116,630

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does P2 Capital Partners, LLC hold as of Q2 2026?

P2 Capital Partners, LLC reported 12 positions worth $245.6M in its Q2 2026 13F filing. Largest positions: ACHC (21.3%), CBZ (14.9%), JBTM (13.3%), HSIC (9.0%) and TNC (8.0%).

What did P2 Capital Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did P2 Capital Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.