P2 Capital Partners, LLC Concentrated Active

Location: New York, NY

CIK: 0001406313 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $246M (100.0% shares, 0.0% debt)

Holdings (12)

New Positions (2)

CWST CASELLA WASTE SYS INC 5.8%

Value $14.28M Shares 147,236 Est. Cost — Unrealized —

LRN STRIDE INC 4.1%

Value $10.06M Shares 116,630 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CWST	CASELLA WASTE SYS INC	147,236	$14.28M	5.8%	—	—	CL A	147448104
LRN	STRIDE INC	116,630	$10.06M	4.1%	—	—	COM	86333M108

Decreased Positions (4)

LIVN LIVANOVA PLC 0.6%

Value $1.517M (-83.6%) Shares 18,452 (-87.3%) Est. Cost — Unrealized —

TNC TENNANT CO 8.0%

Value $19.72M (-2.4%) Shares 225,255 (-26.0%) Est. Cost — Unrealized —

MSA MSA SAFETY INC 7.0%

Value $17.3M (+2.2%) Shares 99,117 (-4.0%) Est. Cost — Unrealized —

HSIC SCHEIN HENRY INC 9.0%

Value $22.09M (+0.1%) Shares 264,486 (-11.7%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LIVN	LIVANOVA PLC	18,452 (-87.3%)	$1.517M (-83.6%)	0.6%	—	—	SHS	G5509L101
TNC	TENNANT CO	225,255 (-26.0%)	$19.72M (-2.4%)	8.0%	—	—	COM	880345103
MSA	MSA SAFETY INC	99,117 (-4.0%)	$17.3M (+2.2%)	7.0%	—	—	COM	553498106
HSIC	SCHEIN HENRY INC	264,486 (-11.7%)	$22.09M (+0.1%)	9.0%	—	—	COM	806407102

Unchanged Positions (6)

ACHC ACADIA HEALTHCARE COMPANY IN 21.3%

Value $52.4M Shares 1,774,484 Est. Cost — Unrealized —

CBZ CBIZ INC 14.9%

Value $36.47M Shares 1,136,974 Est. Cost — Unrealized —

BLKB BLACKBAUD INC 5.8%

Value $14.3M Shares 482,874 Est. Cost — Unrealized —

JBTM JBT MAREL CORPORATION 13.3%

Value $32.69M Shares 225,470 Est. Cost — Unrealized —

ZETA ZETA GLOBAL HOLDINGS CORP 7.4%

Value $18.11M Shares 920,000 Est. Cost — Unrealized —

ENOV ENOVIS CORPORATION 2.7%

Value $6.624M Shares 320,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ACHC	ACADIA HEALTHCARE COMPANY IN	1,774,484	$52.4M	21.3%	—	—	COM	00404A109
CBZ	CBIZ INC	1,136,974	$36.47M	14.9%	—	—	COM	124805102
BLKB	BLACKBAUD INC	482,874	$14.3M	5.8%	—	—	COM	09227Q100
JBTM	JBT MAREL CORPORATION	225,470	$32.69M	13.3%	—	—	COM	477839104
ZETA	ZETA GLOBAL HOLDINGS CORP	920,000	$18.11M	7.4%	—	—	CL A	98956A105
ENOV	ENOVIS CORPORATION	320,000	$6.624M	2.7%	—	—	COM	194014502