Filed: 8/14/2026ACC: 0001172661-26-003641
📋 What this filing means
P2 CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $245.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$245.57M
Total AUM (reported)
5.73M
Total Shares
Allocation by class
COM$211.67M86.2%
CL A$32.38M13.2%
SHS$1.52M0.6%
Portfolio Concentration
Top 3$121.57M49.5%
4–10$115.86M47.2%
11–25$8.14M3.3%
Top 3 weight
49.5%
Top 10 weight
96.7%
Voting Authority Distribution
Total shares with voting rights: 5.73M
Sole
Full voting authority
5.73M
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
Other12
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
ACADIA HEALTHCARE COMPANY IN
DFNDShares1.77M
TypeSH
Market value$52.40M
21.34%
Sole
1.77M
Shared
0.00
None
0.00
CBIZ INC
DFNDShares1.14M
TypeSH
Market value$36.47M
14.85%
Sole
1.14M
Shared
0.00
None
0.00
JBT MAREL CORPORATION
DFNDShares225.47K
TypeSH
Market value$32.69M
13.31%
Sole
225.47K
Shared
0.00
None
0.00
SCHEIN HENRY INC
DFNDShares264.49K
TypeSH
Market value$22.09M
9.00%
Sole
264.49K
Shared
0.00
None
0.00
TENNANT CO
DFNDShares225.25K
TypeSH
Market value$19.72M
8.03%
Sole
225.25K
Shared
0.00
None
0.00
ZETA GLOBAL HOLDINGS CORP
DFNDShares920K
TypeSH
Market value$18.11M
7.37%
Sole
920K
Shared
0.00
None
0.00
MSA SAFETY INC
DFNDShares99.12K
TypeSH
Market value$17.30M
7.05%
Sole
99.12K
Shared
0.00
None
0.00
BLACKBAUD INC
DFNDShares482.87K
TypeSH
Market value$14.30M
5.82%
Sole
482.87K
Shared
0.00
None
0.00
CASELLA WASTE SYS INC
DFNDShares147.24K
TypeSH
Market value$14.28M
5.81%
Sole
147.24K
Shared
0.00
None
0.00
STRIDE INC
DFNDShares116.63K
TypeSH
Market value$10.06M
4.10%
Sole
116.63K
Shared
0.00
None
0.00
ENOVIS CORPORATION
DFNDShares320K
TypeSH
Market value$6.62M
2.70%
Sole
320K
Shared
0.00
None
0.00
LIVANOVA PLC
DFNDShares18.45K
TypeSH
Market value$1.52M
0.62%
Sole
18.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ACADIA HEALTHCARE COMPANY INDFND | COM | 1.77M | SH | $52.40M 21.34% | 1.77M | 0.00 | 0.00 |
CBIZ INCDFND | COM | 1.14M | SH | $36.47M 14.85% | 1.14M | 0.00 | 0.00 |
JBT MAREL CORPORATIONDFND | COM | 225.47K | SH | $32.69M 13.31% | 225.47K | 0.00 | 0.00 |
SCHEIN HENRY INCDFND | COM | 264.49K | SH | $22.09M 9.00% | 264.49K | 0.00 | 0.00 |
TENNANT CODFND | COM | 225.25K | SH | $19.72M 8.03% | 225.25K | 0.00 | 0.00 |
ZETA GLOBAL HOLDINGS CORPDFND | CL A | 920K | SH | $18.11M 7.37% | 920K | 0.00 | 0.00 |
MSA SAFETY INCDFND | COM | 99.12K | SH | $17.30M 7.05% | 99.12K | 0.00 | 0.00 |
BLACKBAUD INCDFND | COM | 482.87K | SH | $14.30M 5.82% | 482.87K | 0.00 | 0.00 |
CASELLA WASTE SYS INCDFND | CL A | 147.24K | SH | $14.28M 5.81% | 147.24K | 0.00 | 0.00 |
STRIDE INCDFND | COM | 116.63K | SH | $10.06M 4.10% | 116.63K | 0.00 | 0.00 |
ENOVIS CORPORATIONDFND | COM | 320K | SH | $6.62M 2.70% | 320K | 0.00 | 0.00 |
LIVANOVA PLCDFND | SHS | 18.45K | SH | $1.52M 0.62% | 18.45K | 0.00 | 0.00 |