StockDriftsStockDriftsTop 12 P2 Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACHC | ACADIA HEALTHCARE COMPANY IN | 21.34% | 1.77M | $52.4M | +0.00%(+0) | $42.06(-28.10%) | 2026-06-30 | |
| CBZ | CBIZ INC | 14.85% | 1.14M | $36.5M | -0.32%(-3.70K) | $39.72(+37.46%) | 2026-06-30 | |
| JBTM | JBT MAREL CORPORATION | 13.31% | 225.5K | $32.7M | +0.00%(+0) | $104.36(+11.64%) | 2026-06-30 | |
| HSIC | SCHEIN HENRY INC | 9% | 264.5K | $22.1M | -11.69%(-35.00K) | $71.05(+26.91%) | 2026-06-30 | |
| TNC | TENNANT CO | 8.03% | 225.3K | $19.7M | -25.95%(-78.95K) | $76.63(-11.74%) | 2026-06-30 | |
| ZETA | ZETA GLOBAL HOLDINGS CORP | 7.37% | 920.0K | $18.1M | +0.55%(+5.00K) | $15.13(+95.81%) | 2026-06-30 | |
| MSA | MSA SAFETY INC | 7.05% | 99.1K | $17.3M | -4.02%(-4.15K) | $159.98(+18.61%) | 2026-06-30 | |
| BLKB | BLACKBAUD INC | 5.82% | 482.9K | $14.3M | +0.00%(+0) | $57.76(-20.00%) | 2026-06-30 | |
| CWST | CASELLA WASTE SYS INC | 5.81% | 147.2K | $14.3M | new | $87.67(+3.82%) | 2026-06-30 | |
| LRN | STRIDE INC | 4.1% | 116.6K | $10.1M | new | $85.20(-4.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -7.33% | -20.42% | -5.26% | -23.67% |
| Top 20 Holdings Unweighted | -2.43% | -7.12% | -2.77% | -13.09% |
P2 Capital Partners LLC reports $245.57M in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are ACHC (21.3%), CBZ (14.8%) and JBTM (13.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -20.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from P2 Capital Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1406313). View P2 Capital Partners LLC’s 13F filings on SEC