# P2 Capital Partners, LLC: Form 13F holdings

An institutional investment manager in New York, NY. SEC CIK 1406313.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $245.6m
- Positions: 12 (12 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1406313/000117266126003641/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ACADIA HEALTHCARE COMPANY IN (ACHC)](/companies/achc.md) | COM | $52.4m | 21.3% | 1,774,484 |  | Unchanged |
| [CBIZ INC (CBZ)](/companies/cbz.md) | COM | $36.5m | 14.9% | 1,136,974 |  | Reduced −3,700 |
| [JBT MAREL CORPORATION (JBTM)](/companies/jbtm.md) | COM | $32.7m | 13.3% | 225,470 |  | Unchanged |
| [SCHEIN HENRY INC (HSIC)](/companies/hsic.md) | COM | $22.1m | 9.0% | 264,486 |  | Reduced −35,000 |
| [TENNANT CO (TNC)](/companies/tnc.md) | COM | $19.7m | 8.0% | 225,255 |  | Reduced −78,952 |
| [ZETA GLOBAL HOLDINGS CORP (ZETA)](/companies/zeta.md) | CL A | $18.1m | 7.4% | 920,000 |  | Added +5,000 |
| [MSA SAFETY INC (MSA)](/companies/msa.md) | COM | $17.3m | 7.0% | 99,117 |  | Reduced −4,152 |
| [BLACKBAUD INC (BLKB)](/companies/blkb.md) | COM | $14.3m | 5.8% | 482,874 |  | Unchanged |
| [CASELLA WASTE SYS INC (CWST)](/companies/cwst.md) | CL A | $14.3m | 5.8% | 147,236 |  | New +147,236 |
| [STRIDE INC (LRN)](/companies/lrn.md) | COM | $10.1m | 4.1% | 116,630 |  | New +116,630 |
| [ENOVIS CORPORATION (ENOV)](/companies/enov.md) | COM | $6.6m | 2.7% | 320,000 |  | Unchanged |
| LIVANOVA PLC | SHS | $1.5m | 0.6% | 18,452 |  | Reduced −127,277 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003641. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.