2026 Q1 Portfolio Activity
In 2026 Q1, P2 Capital Partners, LLC maintained a portfolio of 11 distinct positions. The most significant new addition was ACADIA HEALTHCARE COMPANY IN, now representing 19.77% of the total fund value. The fund also reduced its exposure to CBIZ INC by 35.7%.
Position History
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Total Positions
11
Quarter
2026 Q1
Top Holding
ACHC (19.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
P2 Capital Partners, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ACHC
ACADIA HEALTHCA...
|
Healthcare | 19.77% | — |
#1
Prev: #—
|
9.5 |
—
|
1,774,484 | — |
NEW
|
1,774,484 | $41,505,181 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CBZ
CBIZ INC
|
Industrials | 14.59% | 22.92% |
#2
1
Prev: #1
|
5.5 |
—
|
-632,717 | -35.7% |
P
S
|
1,140,674 | $30,627,097 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JBTM
JBT MAREL CORPO...
|
Industrials | 13.73% | 17.37% |
#3
1
Prev: #2
|
5.0 |
—
|
-224,482 | -49.9% |
P
S
|
225,470 | $28,830,849 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HSIC
SCHEIN HENRY IN...
|
Healthcare | 10.51% | 7.00% |
#4
4
Prev: #8
|
5.0 |
—
|
-62,300 | -17.2% |
P
S
|
299,486 | $22,072,118 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TNC
TENNANT CO
|
Industrials | 9.62% | 9.16% |
#5
1
Prev: #4
|
4.3 |
—
|
-180,743 | -37.3% |
P
S
|
304,207 | $20,199,345 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BLKB
BLACKBAUD INC
|
Technology | 8.88% | 10.22% |
#6
3
Prev: #3
|
3.6 |
—
|
-147,429 | -23.4% |
P
S
|
482,874 | $18,643,765 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSA
MSA SAFETY INC
|
Industrials | 8.07% | 7.62% |
#7
Prev: #7
|
3.2 |
—
|
-82,406 | -44.4% |
P
S
|
103,269 | $16,930,953 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZETA
ZETA GLOBAL HOL...
|
Technology | 6.94% | 8.86% |
#8
3
Prev: #5
|
2.8 |
—
|
-785,000 | -46.2% |
P
S
|
915,000 | $14,566,800 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LIVN
LIVANOVA PLC
|
Healthcare | 4.41% | 7.79% |
#9
3
Prev: #6
|
1.8 |
—
|
-348,173 | -70.5% |
P
S
|
145,729 | $9,262,535 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ENOV
ENOVIS CORPORAT...
|
Healthcare | 3.47% | 4.06% |
#10
Prev: #10
|
1.4 |
—
|
-275,000 | -46.2% |
P
S
|
320,000 | $7,280,000 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVNT
AVIENT CORPORAT...
|
Basic Materials | 0.00% | 5.00% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-624,934 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-11 of 11 holdings