P2 Capital Partners, LLC: 13F holdings
CIK 14063132026Q2
| Positions | 12 |
|---|---|
| Reported value | $245.6m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ACHC ACADIA HEALTHCARE COMPANY IN | 1,774,484 | $52.4m | 21.3% |
| CBZ CBIZ INC | 1,136,974 | $36.5m | 14.9% |
| JBTM JBT MAREL CORPORATION | 225,470 | $32.7m | 13.3% |
| JKHY SCHEIN HENRY INC | 264,486 | $22.1m | 9.0% |
| TNC TENNANT CO | 225,255 | $19.7m | 8.0% |
| ZETA ZETA GLOBAL HOLDINGS CORP | 920,000 | $18.1m | 7.4% |
| MSA MSA SAFETY INC | 99,117 | $17.3m | 7.0% |
| BLKB BLACKBAUD INC | 482,874 | $14.3m | 5.8% |
| CWST CASELLA WASTE SYS INC | 147,236 | $14.3m | 5.8% |
| LRN STRIDE INC | 116,630 | $10.1m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1406313")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.