2026 Q2 Portfolio Activity
In 2026 Q2, P2 Capital Partners, LLC maintained a portfolio of 12 distinct positions. The most significant new addition was CASELLA WASTE SYS INC, now representing 5.81% of the total fund value. The fund also reduced its exposure to LIVANOVA PLC by 87.3%.
Position History
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Total Positions
12
Quarter
2026 Q2
Top Holding
ACHC (21.3%)
Top 10 Concentration
96.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
P2 Capital Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ACHC
ACADIA HEALTHCA...
|
Healthcare | 21.34% | 19.77% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
1,774,484 | $52,400,513 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CBZ
CBIZ INC
|
Industrials | 14.85% | 14.59% |
#2
Prev: #2
|
6.0 |
—
|
-3,700 | -0.3% |
P
S
|
1,136,974 | $36,474,126 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JBTM
JBT MAREL CORPO...
|
Industrials | 13.31% | 13.73% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
225,470 | $32,693,150 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HSIC
SCHEIN HENRY IN...
|
Healthcare | 9.00% | 10.51% |
#4
Prev: #4
|
4.6 |
—
|
-35,000 | -11.7% |
P
S
|
264,486 | $22,089,871 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TNC
TENNANT CO
|
Industrials | 8.03% | 9.62% |
#5
Prev: #5
|
3.7 |
—
|
-78,952 | -26.0% |
P
S
|
225,255 | $19,718,823 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZETA
ZETA GLOBAL HOL...
|
Technology | 7.37% | 6.94% |
#6
2
Prev: #8
|
3.4 |
—
|
5,000 | 0.5% |
P
S
|
920,000 | $18,105,600 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSA
MSA SAFETY INC
|
Industrials | 7.05% | 8.07% |
#7
Prev: #7
|
3.3 |
—
|
-4,152 | -4.0% |
P
S
|
99,117 | $17,303,846 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BLKB
BLACKBAUD INC
|
Technology | 5.82% | 8.88% |
#8
2
Prev: #6
|
3.3 |
—
|
no change | no change |
P
S
|
482,874 | $14,302,728 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CWST
CASELLA WASTE S...
|
Industrials | 5.81% | — |
#9
Prev: #—
|
5.8 |
—
|
147,236 | — |
NEW
|
147,236 | $14,277,475 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LRN
STRIDE INC
|
Consumer Defensive | 4.10% | — |
#10
Prev: #—
|
5.1 |
—
|
116,630 | — |
NEW
|
116,630 | $10,058,171 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ENOV
ENOVIS CORPORAT...
|
Healthcare | 2.70% | 3.47% |
#11
1
Prev: #10
|
2.1 |
—
|
no change | no change |
P
S
|
320,000 | $6,624,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LIVN
LIVANOVA PLC
|
Healthcare | 0.62% | 4.41% |
#12
3
Prev: #9
|
0.2 |
—
|
-127,277 | -87.3% |
P
S
|
18,452 | $1,517,308 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-12 of 12 holdings