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P2 Capital Partners, LLC
hedge fundUpdated 27 days agoManaged by P2 Capital Partners, Llc • Latest filing Q2 2026
Portfolio value
$245.6M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-35.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $780.1M |
| Q2 2023 | $859.2M |
| Q3 2023 | $764.2M |
| Q4 2023 | $908.6M |
| Q1 2024 | $845.9M |
| Q2 2024 | $911.8M |
| Q3 2024 | $875.8M |
| Q4 2024 | $588.8M |
| Q1 2025 | $515.2M |
| Q2 2025 | $522.5M |
| Q3 2025 | $520.5M |
| Q4 2025 | $390.3M |
| Q1 2026 | $209.9M |
| Q2 2026 | $245.6M |
Top holdings
12 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ACHC ACADIA HEALTHCARE COMPANY IN | $52.4M | 1.77M | 21.34% | — |
| 2 | C CBZ CBIZ INC | $36.5M | 1.14M | 14.85% | — |
| 3 | J JBTM JBT MAREL CORPORATION | $32.7M | 225.5K | 13.31% | — |
| 4 | H HSIC SCHEIN HENRY INC | $22.1M | 264.5K | 9.00% | — |
| 5 | T TNC TENNANT CO | $19.7M | 225.3K | 8.03% | — |
| 6 | Z ZETA ZETA GLOBAL HOLDINGS CORP | $18.1M | 920.0K | 7.37% | — |
| 7 | M MNESP MSA SAFETY INC | $17.3M | 99.1K | 7.05% | — |
| 8 | B BLKB BLACKBAUD INC | $14.3M | 482.9K | 5.82% | — |
| 9 | C CWST CASELLA WASTE SYS INC | $14.3M | 147.2K | 5.81% | — |
| 10 | L LRN STRIDE INC | $10.1M | 116.6K | 4.10% | — |
| 11 | E ENOV ENOVIS CORPORATION | $6.6M | 320.0K | 2.70% | — |
| 12 | L LIVN LIVANOVA PLC | $1.5M | 18.5K | 0.62% | — |