Holders — by stockHoldings — by fund
P2 Capital Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001406313
$245.6M
disclosed book value
12
positions
21.3%
largest position share
Positions, as of 2026-06-30
top 12 of 12 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ACHCACADIA HEALTHCARE COMPANY IN | 1.8M | $52.4M | 21.3% |
| 2 | CBZCBIZ INC | 1.1M | $36.5M | 14.9% |
| 3 | JBTMJBT MAREL CORPORATION | 225,470 | $32.7M | 13.3% |
| 4 | HSICSCHEIN HENRY INC | 264,486 | $22.1M | 9% |
| 5 | TNCTENNANT CO | 225,255 | $19.7M | 8% |
| 6 | ZETAZETA GLOBAL HOLDINGS CORP | 920,000 | $18.1M | 7.4% |
| 7 | MSAMSA SAFETY INC | 99,117 | $17.3M | 7% |
| 8 | BLKBBLACKBAUD INC | 482,874 | $14.3M | 5.8% |
| 9 | CWSTCASELLA WASTE SYS INC | 147,236 | $14.3M | 5.8% |
| 10 | LRNSTRIDE INC | 116,630 | $10.1M | 4.1% |
| 11 | ENOVENOVIS CORPORATION | 320,000 | $6.6M | 2.7% |
| 12 | LIVNLIVANOVA PLC | 18,452 | $1.5M | 0.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.