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 ENOV
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,280,000 | 320,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $15,850,800 | 595,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,052,300 | 595,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,353,792 | 617,149 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,609,300 | 330,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,480,400 | 330,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $19,803,000 | 460,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,792,000 | 460,000 | Shares | Defined | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||