§ 13F · FUND PROFILE
P2 Capital Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $520M (13F)Positions · 13Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$42M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ACHC | ACADIA HEALTHCARE COMPANY IN | 1.77M | $42M | 19.8% | NEW |
| 2 | CBZ | CBIZ INC | 1.14M | $31M | 14.6% | −36% |
| 3 | JBTM | JBT MAREL CORPORATION | 225K | $29M | 13.7% | −50% |
| 4 | HSIC | SCHEIN HENRY INC | 299K | $22M | 10.5% | −17% |
| 5 | TNC | TENNANT CO | 304K | $20M | 9.6% | −37% |
| 6 | BLKB | BLACKBAUD INC | 483K | $19M | 8.9% | −23% |
| 7 | MSA | MSA SAFETY INC | 103K | $17M | 8.1% | −44% |
| 8 | ZETA | ZETA GLOBAL HOLDINGS CORP | 915K | $15M | 6.9% | −46% |
| 9 | LIVN | LIVANOVA PLC | 146K | $9M | 4.4% | −70% |
| 10 | ENOV | ENOVIS CORPORATION | 320K | $7M | 3.5% | −46% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE P2 SIGNAL
AC read
P2 Capital Partners, LLC is a Other fund managing $520 million in assets. The fund runs a focused portfolio of just 13 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed