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P2 Capital Partners, LLC
特别关注No.6435 数据截至 2026Q2环比变动 Q1 2026
+$3,564.7万+17.0%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 ACADIA HEALTHCARE INACHC |
| 21.34% | 19.77% | $5,240.1万 | 177.4万股 | $4,150.5万 | 177.4万股 | 00.00% | 持仓不变 |
| CCBIZCBZ |
| 14.85% | 14.59% | $3,647.4万 | 113.7万股 | $3,062.7万 | 114.1万股 | -3,700股-0.32% | 减仓 |
| JJBT MARELJBTM |
| 13.31% | 13.73% | $3,269.3万 | 22.5万股 | $2,883.1万 | 22.5万股 | 00.00% | 持仓不变 |
 SCHEIN HENRYHSIC |
| 9% | 10.51% | $2,209.0万 | 26.4万股 | $2,207.2万 | 29.9万股 | -3.5万股-11.69% | 减仓 |
| TTENNANTTNC |
| 8.03% | 9.62% | $1,971.9万 | 22.5万股 | $2,019.9万 | 30.4万股 | -7.9万股-25.95% | 减仓 |
| ZZETA GLOBALZETA |
| 7.37% | 6.94% | $1,810.6万 | 92.0万股 | $1,456.7万 | 91.5万股 | +5,000股+0.55% | 加仓 |
 MSA安全MSA |
| 7.05% | 8.07% | $1,730.4万 | 9.9万股 | $1,693.1万 | 10.3万股 | -4,152股-4.02% | 减仓 |
| BBLACKBAUDBLKB |
| 5.82% | 8.88% | $1,430.3万 | 48.3万股 | $1,864.4万 | 48.3万股 | 00.00% | 持仓不变 |
 CASELLA WASTE SYSCWST |
| 5.81% | — | $1,427.7万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
 STRIDELRN |
| 4.1% | — | $1,005.8万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
| EENOVISENOV |
| 2.7% | 3.47% | $662.4万 | 32.0万股 | $728.0万 | 32.0万股 | 00.00% | 持仓不变 |
 LIVANOVALIVN |
| 0.62% | 4.41% | $151.7万 | 1.8万股 | $926.3万 | 14.6万股 | -12.7万股-87.34% | 减仓 |
