P2 Capital Partners, LLC Top Holdings and 13F Report (2026) About P2 Capital Partners, LLCInvestment ActivityP2 Capital Partners, LLC has $245.57 million in total holdings as of June 30, 2026.P2 Capital Partners, LLC owns shares of 12 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 9.95% of the portfolio was purchased this quarter.About 8.61% of the portfolio was sold this quarter.This quarter, P2 Capital Partners, LLC has purchased 10 new stocks and bought additional shares in 1 stock.P2 Capital Partners, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Acadia Healthcare $52,400,513CBIZ $36,474,126JBT MAREL CORPORATION $32,693,150Henry Schein $22,089,871Tennant $19,718,823 Largest New Holdings this Quarter 147448104 - Casella Waste Systems $14,277,475 Holding86333M108 - Stride $10,058,171 Holding Largest Purchases this Quarter Casella Waste Systems 147,236 shares (about $14.28M)Stride 116,630 shares (about $10.06M)ZETA GLOBAL HOLDINGS CORP 5,000 shares (about $98.40K) Largest Sales this Quarter LivaNova 127,277 shares (about $10.47M)Tennant 78,952 shares (about $6.91M)Henry Schein 35,000 shares (about $2.92M)MSA Safety Incorporporated 4,152 shares (about $724.86K)CBIZ 3,700 shares (about $118.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofP2 Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACHCAcadia Healthcare$52,400,5130.0%1,774,48421.3%HealthcareCBZCBIZ$36,474,126$118,696 â–¼-0.3%1,136,97414.9%IndustrialsJBT MAREL CORPORATION$32,693,1500.0%225,47013.3%COMHSICHenry Schein$22,089,871$2,923,200 â–¼-11.7%264,4869.0%HealthcareTNCTennant$19,718,823$6,911,458 â–¼-26.0%225,2558.0%IndustrialsZETA GLOBAL HOLDINGS CORP$18,105,600$98,400 â–²0.5%920,0007.4%CL AMSAMSA Safety Incorporporated$17,303,846$724,856 â–¼-4.0%99,1177.0%IndustrialsBLKBBlackbaud$14,302,7280.0%482,8745.8%TechnologyCWSTCasella Waste Systems$14,277,475$14,277,475 â–²New Holding147,2365.8%IndustrialsLRNStride$10,058,171$10,058,171 â–²New Holding116,6304.1%Consumer DiscretionaryENOVEnovis$6,624,0000.0%320,0002.7%HealthcareLIVNLivaNova$1,517,308$10,465,988 â–¼-87.3%18,4520.6%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
