13FBOX
P2 Capital Partners, LLC · 13F Holdings
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P2 Capital Partners, LLC

No.6435 Data as of 2026Q2
Latest AUM (Q2 2026)
$245.6M
QoQ Change Q1 2026
+$35.6M+17.0%
Holdings
12
New Buys
2
Adds
1
Reduces
5
Exits
0
Unchanged
4
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ACADIA HEALTHCARE COMPANY INACHC
21.34%19.77%$52.4M1.8M$41.5M1.8M00.00%Unchanged
CCBIZ INCCBZ
14.85%14.59%$36.5M1.1M$30.6M1.1M-3,700-0.32%Reduce
JJBT MAREL CORPORATIONJBTM
13.31%13.73%$32.7M225,470$28.8M225,47000.00%Unchanged
SCHEIN HENRY INCHSIC
9%10.51%$22.1M264,486$22.1M299,486-35,000-11.69%Reduce
TTENNANT COTNC
8.03%9.62%$19.7M225,255$20.2M304,207-78,952-25.95%Reduce
ZZETA GLOBAL HOLDINGS CORPZETA
7.37%6.94%$18.1M920,000$14.6M915,000+5,000+0.55%Add
MSA SAFETY INCMSA
7.05%8.07%$17.3M99,117$16.9M103,269-4,152-4.02%Reduce
BBLACKBAUD INCBLKB
5.82%8.88%$14.3M482,874$18.6M482,87400.00%Unchanged
CASELLA WASTE SYS INCCWST
5.81%$14.3M147,236$00+147,236New Buy
STRIDE INCLRN
4.1%$10.1M116,630$00+116,630New Buy
EENOVIS CORPORATIONENOV
2.7%3.47%$6.6M320,000$7.3M320,00000.00%Unchanged
LIVANOVA PLCLIVN
0.62%4.41%$1.5M18,452$9.3M145,729-127,277-87.34%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow