The Analysis of P2 Capital Partners, LLC's Holdings & P&L

Currently, P2 Capital Partners, LLC holds 10 types of securities in its portfolio with a total value $209.9M. In the most recent quarter, they have increased their positions in ACHC (+1.8M shares, valued at $41.5M); decreased their positions in JBTM (-224.5K shares, valued at $28.7M), LIVN (-348.2K shares, valued at $22.1M), CBZ (-632.7K shares, valued at $17.0M); initiated new positions in ACHC (+1.8M shares, valued at $41.5M).

1M P&L

+7.2M+2.16%

3M P&L

-25.6M-7.03%

HY P&L

-32.9M-8.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Specialty Industrial Machinery103.5M

26.5%

2Specialty Business Services89.5M

22.9%

3Medical Devices46.2M

11.8%

Top Industries by Stock Count

1Medical Devices2 stocks

20.0%

2Specialty Industrial Machinery2 stocks

20.0%

3Specialty Chemicals1 stocks

10.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ACHC ACADIA HEALTHCARE COMPANY IN1.8M sharesnew addition2026-03-312026-05-15

CBZ CBIZ INC1.1M shares-35.68%2026-03-312026-05-15

JBTM JBT MAREL CORPORATION225.5K shares-49.89%2026-03-312026-05-15

HSIC SCHEIN HENRY INC299.5K shares-17.22%2026-03-312026-05-15

TNC TENNANT CO304.2K shares-37.27%2026-03-312026-05-15

BLKB BLACKBAUD INC482.9K shares-23.39%2026-03-312026-05-15

MSA MSA SAFETY INC103.3K shares-44.38%2026-03-312026-05-15

ZETA ZETA GLOBAL HOLDINGS CORP915.0K shares-46.18%2026-03-312026-05-15

Sponsored

LIVN LIVANOVA PLC145.7K shares-70.49%2026-03-312026-05-15

ENOV ENOVIS CORPORATION320.0K shares-46.22%2026-03-312026-05-15

ACHC

ACADIA HEALTHCARE COMPANY IN

New

Shares1.8M

Event2026-03-31

Filed2026-05-15

CBZ

CBIZ INC

-35.68%

Shares1.1M

Event2026-03-31

Filed2026-05-15

JBTM

JBT MAREL CORPORATION

-49.89%

Shares225.5K

Event2026-03-31

Filed2026-05-15

HSIC

SCHEIN HENRY INC

-17.22%

Shares299.5K

Event2026-03-31

Filed2026-05-15

TNC

TENNANT CO

-37.27%

Shares304.2K

Event2026-03-31

Filed2026-05-15

BLKB

BLACKBAUD INC

-23.39%

Shares482.9K

Event2026-03-31

Filed2026-05-15

MSA

MSA SAFETY INC

-44.38%

Shares103.3K

Event2026-03-31

Filed2026-05-15

ZETA

ZETA GLOBAL HOLDINGS CORP

-46.18%

Shares915.0K

Event2026-03-31

Filed2026-05-15

LIVN

LIVANOVA PLC

-70.49%

Shares145.7K

Event2026-03-31

Filed2026-05-15

ENOV

ENOVIS CORPORATION

-46.22%

Shares320.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available