P2 Capital Partners
P2 Capital Partners reported 12 stocks worth $246M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ACHC (21.3%), CBZ (14.8%) and JBTM (13.3%). Compared with Q1 2026, the fund opened new positions in CWST and LRN, added to ZETA and trimmed CBZ, HSIC and TNC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ACHC Acadia Healthcare Company in | $52.4M | 21.3% | 1.8M | No change | 7 of 8 | |
| 2 |  CBZ Cbiz Inc | $36.5M | 14.8% | 1.1M | −3,700 (−0%) | 8 of 8 | |
| 3 |  JBTM Jbt Marel Corporation | $32.7M | 13.3% | 225K | No change | 8 of 8 | |
| 4 |  HSIC Henry Schein Inc | $22.1M | 9.0% | 264K | −35K (−12%) | 7 of 8 | |
| 5 |  TNC Tennant Co | $19.7M | 8.0% | 225K | −79K (−26%) | 8 of 8 | |
| 6 |  ZETA Zeta Global Holdings Corp | $18.1M | 7.4% | 920K | +5,000 (+1%) | 6 of 8 | |
| 7 |  MSA Msa Safety Inc | $17.3M | 7.0% | 99K | −4,152 (−4%) | 5 of 8 | |
| 8 |  BLKB Blackbaud Inc | $14.3M | 5.8% | 483K | No change | 8 of 8 | |
| 9 |  CWST Casella Waste Sys Inc | $14.3M | 5.8% | 147K | New position | 1 of 8 | |
| 10 |  LRN Stride Inc | $10.1M | 4.1% | 117K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →P2 Capital Partners 13F FAQ
What does P2 Capital Partners own?
P2 Capital Partners reported 12 stocks worth $246M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ACHC (21.3%), CBZ (14.8%) and JBTM (13.3%). The table above lists every position in the filing (the top 10 without an account).
What did P2 Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 1 added to, 5 trimmed and 0 sold out. New positions include CWST and LRN.
When will P2 Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is P2 Capital Partners's portfolio worth?
The Q2 2026 filing reports $246M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.