§ 13F · FUND PROFILE
P2 Capital Partners, LLC.
AUM · $246M (13F)Positions · 12Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ACHC | ACADIA HEALTHCARE COMPANY IN | 1.77M | $52M | 21.3% | ±0% |
| 2 | CBZ | CBIZ INC | 1.14M | $36M | 14.9% | ±0% |
| 3 | JBTM | JBT MAREL CORPORATION | 225K | $33M | 13.3% | ±0% |
| 4 | HSIC | SCHEIN HENRY INC | 264K | $22M | 9.0% | −12% |
| 5 | TNC | TENNANT CO | 225K | $20M | 8.0% | −26% |
| 6 | ZETA | ZETA GLOBAL HOLDINGS CORP | 920K | $18M | 7.4% | +1% |
| 7 | MSA | MSA SAFETY INC | 99K | $17M | 7.0% | −4% |
| 8 | BLKB | BLACKBAUD INC | 483K | $14M | 5.8% | ±0% |
| 9 | CWST | CASELLA WASTE SYS INC | 147K | $14M | 5.8% | NEW |
| 10 | LRN | STRIDE INC | 117K | $10M | 4.1% | NEW |
§ 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 $246 million in assets. The fund runs a focused portfolio of just 12 positions.
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