P2 Capital Partners, LLC
Top Portfolio Positions
10 positions ·
$209,918,638 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ACHC |
Acadia Healthcare Company, Inc.
Healthcare
|
1,774,484 | $41,505,180 | 19.77% | |
| CBZ |
CBIZ, Inc.
Industrials
|
1,140,674 | $30,627,096 | 14.59% | |
| JBTM |
JBT MAREL Corp
Industrials
|
225,470 | $28,830,848 | 13.73% | |
| HSIC |
Henry Schein Inc
Healthcare
|
299,486 | $22,072,118 | 10.51% | |
| TNC |
Tennant Co
Industrials
|
304,207 | $20,199,344 | 9.62% | |
| BLKB |
Blackbaud Inc
Technology
|
482,874 | $18,643,765 | 8.88% | |
| MSA |
MSA Safety Inc
Industrials
|
103,269 | $16,930,952 | 8.07% | |
| ZETA |
Zeta Global Holdings Corp.
Technology
|
915,000 | $14,566,800 | 6.94% | |
| LIVN |
LivaNova PLC
Healthcare
|
145,729 | $9,262,535 | 4.41% | |
| ENOV |
Enovis CORP
Healthcare
|
320,000 | $7,280,000 | 3.47% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AVNT
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $19,522,938 | 624,934 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $20,591,575 | 624,934 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,999,367 | 649,934 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $25,895,577 | 696,867 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $28,473,985 | 696,867 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $52,576,097 | 1,044,835 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $37,968,297 | 869,835 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $49,408,079 | 1,138,435 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $49,985,222 | 1,202,435 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $42,470,004 | 1,202,435 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $49,179,591 | 1,202,435 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $49,492,224 | 1,202,435 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $40,594,205 | 1,202,435 | Shares | Defined | 2023-02-23 | |
| 2022-09-30 | $36,433,780 | 1,202,435 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $48,193,594 | 1,202,435 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $49,796,880 | 1,037,435 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $73,002,832 | 1,304,787 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $57,187,325 | 1,233,815 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $64,341,345 | 1,308,815 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $66,255,853 | 1,401,647 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $40,475,237 | 1,004,847 | Shares | Defined | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||