P2 Capital Partners, LLC
An institutional investment manager in New York, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1406313.
- Reported value$245.6m
- Positions12
Holdings: 12 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Acadia Healthcare Company inACHC | COM | 00404A109 | 52.4 | 21.3% | 1,774,484 | Unchanged | |
| Cbiz IncCBZ | COM | 124805102 | 36.5 | 14.9% | 1,136,974 | Reduced−3,700 | |
| JBT Marel CorporationJBTM | COM | 477839104 | 32.7 | 13.3% | 225,470 | Unchanged | |
| Schein Henry IncHSIC | COM | 806407102 | 22.1 | 9.0% | 264,486 | Reduced−35,000 | |
| Tennant CoTNC | COM | 880345103 | 19.7 | 8.0% | 225,255 | Reduced−78,952 | |
| Zeta Global Holdings CorpZETA | CL A | 98956A105 | 18.1 | 7.4% | 920,000 | Added+5,000 | |
| MSA Safety IncMSA | COM | 553498106 | 17.3 | 7.0% | 99,117 | Reduced−4,152 | |
| Blackbaud IncBLKB | COM | 09227Q100 | 14.3 | 5.8% | 482,874 | Unchanged | |
| Casella Waste Sys IncCWST | CL A | 147448104 | 14.3 | 5.8% | 147,236 | New+147,236 | |
| Stride IncLRN | COM | 86333M108 | 10.1 | 4.1% | 116,630 | New+116,630 | |
| Enovis CorporationENOV | COM | 194014502 | 6.6 | 2.7% | 320,000 | Unchanged | |
| Livanova plc | SHS | G5509L101 | 1.5 | 0.6% | 18,452 | Reduced−127,277 |
Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003641 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.