account_balance

Investment manager · 13F filer · SEC CIK 1406313

P2 Capital Partners, LLC

Reported value$246Mas of Jun 30, 2026
Positions12 2 new, 0 sold out
Top 10 weight96.7%ACHC alone is 21%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 12 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ACHC Acadia Healthcare Company, Inc. 21.3% HeldCBZ CBIZ, Inc. 14.9% HeldJBTM JBT Marel Corp 13.3% HeldHSIC Henry Schein Inc 9.0% Trimmed −12%TNC Tennant Co 8.0% Trimmed −26%ZETA Zeta Global Holdings Corp. 7.4% HeldMSA MSA Safety Inc 7.0% Trimmed −4%BLKB Blackbaud Inc 5.8% HeldCWST Casella Waste Systems Inc 5.8% NewLRN Stride, Inc. 4.1% NewENOV Enovis CORP 2.7% HeldLIVN LivaNova PLC 0.6% Trimmed −87%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded

None

arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist