StockDriftsStockDriftsTop 10 P2 Capital Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACHC | ACADIA HEALTHCARE COMPANY IN | 19.77% | 1.77M | $41.5M | new | $42.06(-38.63%) | 2026-03-31 | |
| CBZ | CBIZ INC | 14.59% | 1.14M | $30.6M | -35.68%(-632.72K) | $39.72(-27.19%) | 2026-03-31 | |
| JBTM | JBT MAREL CORPORATION | 13.73% | 225.5K | $28.8M | -49.89%(-224.48K) | $104.36(+20.17%) | 2026-03-31 | |
| HSIC | SCHEIN HENRY INC | 10.51% | 299.5K | $22.1M | -17.22%(-62.30K) | $71.05(+2.35%) | 2026-03-31 | |
| TNC | TENNANT CO | 9.62% | 304.2K | $20.2M | -37.27%(-180.74K) | $76.63(+5.33%) | 2026-03-31 | |
| BLKB | BLACKBAUD INC | 8.88% | 482.9K | $18.6M | -23.39%(-147.43K) | $57.76(-46.59%) | 2026-03-31 | |
| MSA | MSA SAFETY INC | 8.07% | 103.3K | $16.9M | -44.38%(-82.41K) | $159.98(+7.04%) | 2026-03-31 | |
| ZETA | ZETA GLOBAL HOLDINGS CORP | 6.94% | 915.0K | $14.6M | -46.18%(-785.00K) | $15.12(+13.72%) | 2026-03-31 | |
| LIVN | LIVANOVA PLC | 4.41% | 145.7K | $9.3M | -70.49%(-348.17K) | $71.43(-2.00%) | 2026-03-31 | |
| ENOV | ENOVIS CORPORATION | 3.47% | 320.0K | $7.3M | -46.22%(-275.00K) | $44.86(-45.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.61% | -26.14% |
| Top 20 Holdings Unweighted | -2.94% | -8.56% |
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