P2 Capital Partners, LLC reported 12 holdings worth US$246M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
P2 Capital Partners, LLC reported 12 holdings worth US$246M as of Jun 30, 2026. Largest: Acadia Healthcare Company, Inc., Cbiz, Inc. and Jbt Marel Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 12
- Value as reported
- US$246M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Acadia Healthcare Company, Inc. | 1.77M | US$52.4M | 21.3% |
| Cbiz, Inc. | 1.14M | US$36.5M | 14.9% |
| Jbt Marel Corporation | 225K | US$32.7M | 13.3% |
| Henry Schein, Inc. | 264K | US$22.1M | 9.0% |
| Tennant Company | 225K | US$19.7M | 8.0% |
| Zeta Global Holdings Corp. | 920K | US$18.1M | 7.4% |
| Msa Safety Incorporated | 99,117 | US$17.3M | 7.0% |
| Blackbaud, Inc. | 483K | US$14.3M | 5.8% |
| Casella Waste Systems, Inc. | 147K | US$14.3M | 5.8% |
| Stride, Inc. | 117K | US$10.1M | 4.1% |
| Enovis Corporation | 320K | US$6.62M | 2.7% |