P2 Capital Partners, LLC

CIK

1406313

City

New York

State / Country

NY

Stock

JBTM — JBT MAREL Corp

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 JBTM

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,830,848	225,470	-49.9%	Shares	Defined	2026-05-15
2025-12-31	$67,794,267	449,952	0.0%	Shares	Defined	2026-02-17
2025-09-30	$63,195,758	449,952	-17.4%	Shares	Defined	2025-11-14
2025-06-30	$65,535,927	544,952	-8.2%	Shares	Defined	2025-08-14
2025-03-31	$72,532,787	593,558	0.0%	Shares	Defined	2025-05-15
2024-12-31	$75,441,221	593,558	-25.8%	Shares	Defined	2025-02-14
2024-09-30	$78,824,549	800,168	+6.7%	Shares	Defined	2024-11-14
2024-06-30	$71,243,454	750,168	+15.2%	Shares	Defined	2024-08-14
2024-03-31	$68,329,751	651,442	+17.1%	Shares	Defined	2024-05-15
2023-12-31	$55,338,156	556,442	+39.0%	Shares	Defined	2024-02-14
2023-09-30	$42,077,133	400,201	+19.1%	Shares	Defined	2023-11-14
2023-06-30	$40,768,930	336,100	+80.5%	Shares	Defined	2023-08-14
2023-03-31	$20,354,606	186,244	—	Shares	Defined	2023-05-15
No 13F history on record for this holder in this stock.