P2 Capital Partners, LLC Concentrated Active

Location: New York, NY

CIK: 0001406313 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $210M (100.0% shares, 0.0% debt)

Holdings (10)

ACHC ACADIA HEALTHCARE COMPANY IN 19.8%

Value $41.51M Shares 1,774,484 Est. Cost $14.53 Unrealized 0.0%

CBZ CBIZ INC 14.6%

Value $30.63M Shares 1,140,674 Est. Cost $40.20 Unrealized +0.7%

JBTM JBT MAREL CORPORATION 13.7%

Value $28.83M Shares 225,470 Est. Cost $102.76 Unrealized +55.3%

HSIC SCHEIN HENRY INC 10.5%

Value $22.07M Shares 299,486 Est. Cost $71.82 Unrealized +8.7%

TNC TENNANT CO 9.6%

Value $20.2M Shares 304,207 Est. Cost $72.18 Unrealized +7.9%

BLKB BLACKBAUD INC 8.9%

Value $18.64M Shares 482,874 Est. Cost $58.78 Unrealized -9.3%

MSA MSA SAFETY INC 8.1%

Value $16.93M Shares 103,269 Est. Cost $158.15 Unrealized +17.2%

ZETA ZETA GLOBAL HOLDINGS CORP 6.9%

Value $14.57M Shares 915,000 Est. Cost $15.24 Unrealized +26.1%

LIVN LIVANOVA PLC 4.4%

Value $9.263M Shares 145,729 Est. Cost $71.21 Unrealized -8.5%

ENOV ENOVIS CORPORATION 3.5%

Value $7.28M Shares 320,000 Est. Cost $43.14 Unrealized -45.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ACHC	ACADIA HEALTHCARE COMPANY IN	1,774,484	$41.51M	19.8%	$14.53	0.0%	COM	00404A109
CBZ	CBIZ INC	1,140,674	$30.63M	14.6%	$40.20	+0.7%	COM	124805102
JBTM	JBT MAREL CORPORATION	225,470	$28.83M	13.7%	$102.76	+55.3%	COM	477839104
HSIC	SCHEIN HENRY INC	299,486	$22.07M	10.5%	$71.82	+8.7%	COM	806407102
TNC	TENNANT CO	304,207	$20.2M	9.6%	$72.18	+7.9%	COM	880345103
BLKB	BLACKBAUD INC	482,874	$18.64M	8.9%	$58.78	-9.3%	COM	09227Q100
MSA	MSA SAFETY INC	103,269	$16.93M	8.1%	$158.15	+17.2%	COM	553498106
ZETA	ZETA GLOBAL HOLDINGS CORP	915,000	$14.57M	6.9%	$15.24	+26.1%	CL A	98956A105
LIVN	LIVANOVA PLC	145,729	$9.263M	4.4%	$71.21	-8.5%	SHS	G5509L101
ENOV	ENOVIS CORPORATION	320,000	$7.28M	3.5%	$43.14	-45.2%	COM	194014502