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 TNC
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,199,344 | 304,207 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $35,740,815 | 484,950 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $39,310,047 | 484,950 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $39,123,526 | 504,950 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $41,236,970 | 517,078 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $42,157,369 | 517,078 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $69,858,631 | 727,391 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $64,122,930 | 651,391 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $79,215,659 | 651,391 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $65,951,715 | 711,530 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $52,759,949 | 711,530 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $57,712,198 | 711,530 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $48,761,150 | 711,530 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $37,839,875 | 614,583 | Shares | Defined | 2023-02-23 | |
| 2022-09-30 | $34,760,814 | 614,583 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $36,414,042 | 614,583 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $39,400,157 | 500,002 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $40,520,162 | 500,002 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $36,975,147 | 500,002 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,981,749 | 300,335 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $14,779,650 | 185,000 | Shares | Defined | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||