Filed: 5/15/2026ACC: 0001172661-26-002116
📋 What this filing means
P2 CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $209.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$209.92M
Total AUM (reported)
5.71M
Total Shares
Allocation by class
COM$186.09M88.6%
CL A$14.57M6.9%
SHS$9.26M4.4%
Portfolio Concentration
Top 3$100.96M48.1%
4–10$108.96M51.9%
Top 3 weight
48.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.71M
Sole
Full voting authority
5.71M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other10
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
ACADIA HEALTHCARE COMPANY IN
DFNDShares1.77M
TypeSH
Market value$41.51M
19.77%
Sole
1.77M
Shared
0.00
None
0.00
CBIZ INC
DFNDShares1.14M
TypeSH
Market value$30.63M
14.59%
Sole
1.14M
Shared
0.00
None
0.00
JBT MAREL CORPORATION
DFNDShares225.47K
TypeSH
Market value$28.83M
13.73%
Sole
225.47K
Shared
0.00
None
0.00
SCHEIN HENRY INC
DFNDShares299.49K
TypeSH
Market value$22.07M
10.51%
Sole
299.49K
Shared
0.00
None
0.00
TENNANT CO
DFNDShares304.21K
TypeSH
Market value$20.20M
9.62%
Sole
304.21K
Shared
0.00
None
0.00
BLACKBAUD INC
DFNDShares482.87K
TypeSH
Market value$18.64M
8.88%
Sole
482.87K
Shared
0.00
None
0.00
MSA SAFETY INC
DFNDShares103.27K
TypeSH
Market value$16.93M
8.07%
Sole
103.27K
Shared
0.00
None
0.00
ZETA GLOBAL HOLDINGS CORP
DFNDShares915K
TypeSH
Market value$14.57M
6.94%
Sole
915K
Shared
0.00
None
0.00
LIVANOVA PLC
DFNDShares145.73K
TypeSH
Market value$9.26M
4.41%
Sole
145.73K
Shared
0.00
None
0.00
ENOVIS CORPORATION
DFNDShares320K
TypeSH
Market value$7.28M
3.47%
Sole
320K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ACADIA HEALTHCARE COMPANY INDFND | COM | 1.77M | SH | $41.51M 19.77% | 1.77M | 0.00 | 0.00 |
CBIZ INCDFND | COM | 1.14M | SH | $30.63M 14.59% | 1.14M | 0.00 | 0.00 |
JBT MAREL CORPORATIONDFND | COM | 225.47K | SH | $28.83M 13.73% | 225.47K | 0.00 | 0.00 |
SCHEIN HENRY INCDFND | COM | 299.49K | SH | $22.07M 10.51% | 299.49K | 0.00 | 0.00 |
TENNANT CODFND | COM | 304.21K | SH | $20.20M 9.62% | 304.21K | 0.00 | 0.00 |
BLACKBAUD INCDFND | COM | 482.87K | SH | $18.64M 8.88% | 482.87K | 0.00 | 0.00 |
MSA SAFETY INCDFND | COM | 103.27K | SH | $16.93M 8.07% | 103.27K | 0.00 | 0.00 |
ZETA GLOBAL HOLDINGS CORPDFND | CL A | 915K | SH | $14.57M 6.94% | 915K | 0.00 | 0.00 |
LIVANOVA PLCDFND | SHS | 145.73K | SH | $9.26M 4.41% | 145.73K | 0.00 | 0.00 |
ENOVIS CORPORATIONDFND | COM | 320K | SH | $7.28M 3.47% | 320K | 0.00 | 0.00 |