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 BLKB
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,643,765 | 482,874 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $39,910,785 | 630,303 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $40,534,785 | 630,303 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $31,511,314 | 490,754 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $27,690,370 | 446,259 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $56,044,591 | 758,179 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $111,798,854 | 1,320,251 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $100,663,072 | 1,321,558 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $97,980,310 | 1,321,558 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $143,309,811 | 1,652,939 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $123,060,000 | 1,750,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $124,565,000 | 1,750,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $121,275,000 | 1,750,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $97,119,000 | 1,650,000 | Shares | Defined | 2023-02-23 | |
| 2022-09-30 | $60,245,220 | 1,367,345 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $41,437,067 | 713,571 | Shares | Defined | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||