Investor
P2 Capital Partners, LLC
CIK 0001406313 · filed 2026-05-15 · SEC filing
13F book
$209.9M
Positions
10
1 new · 1 sold
Largest name
19.8%
Acadia Healthcare Company In
Est. mark
−$51.4M
Price effect on 9 names still held. Flow −$129M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Acadia Healthcare Company In | — | 1.77M | $41.5M | 19.8% | — | New |
| CBIZ, Inc. | CBZ | 1.14M | $30.6M | 14.6% | −$26.9M | Cut−$58.8M |
| JBT MAREL Corp | JBTM | 225.5K | $28.8M | 13.7% | −$5.14M | Cut−$39M |
| Henry Schein Inc | HSIC | 299.5K | $22.1M | 10.5% | −$563K | Cut−$5.27M |
| Tennant Co | TNC | 304.2K | $20.2M | 9.6% | −$2.22M | Cut−$15.5M |
| Blackbaud Inc | BLKB | 482.9K | $18.6M | 8.9% | −$11.9M | Cut−$21.3M |
| Msa Safety Inc | — | 103.3K | $16.9M | 8.1% | $393.5K | Cut−$12.8M |
| Zeta Global Holdings Corp. | ZETA | 915K | $14.6M | 6.9% | −$4.05M | Cut−$20M |
| Livanova Plc | LIVN | 145.7K | $9.26M | 4.4% | $295.8K | Cut−$21.1M |
| Enovis CORP | ENOV | 320K | $7.28M | 3.5% | −$1.24M | Cut−$8.57M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.