P2 Capital Partners, LLC
Net buyer this quarter
$246M
12
+$3.29M
96.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ACHC | $52.4M | 21.34% | 1.95% | Not reported | Q1 2017 |
 CBZ | $36.5M | 14.85% | 2.06% | -0.3% | Q2 2013 |
 JBTM | $32.7M | 13.31% | 0.43% | Not reported | Q1 2023 |
 HSIC | $22.1M | 9.00% | 0.24% | -11.7% | Q4 2024 |
 TNC | $19.7M | 8.03% | 1.32% | -26.0% | Q1 2021 |
 ZETA | $18.1M | 7.37% | Not reported | +0.6% | Q1 2025 |
 MSA | $17.3M | 7.05% | 0.26% | -4.0% | Q2 2025 |
 BLKB | $14.3M | 5.82% | 1.06% | Not reported | Q2 2022 |
 CWST | $14.3M | 5.81% | Not reported | New | Q2 2026 |
 LRN | $10.1M | 4.10% | 0.28% | New | Q2 2026 |
 ENOV | $6.62M | 2.70% | 0.56% | Not reported | Q2 2024 |
 LIVN | $1.52M | 0.62% | 0.03% | -87.3% | Q4 2021 |
| Q1 2026 | |||||
| ACHC | $41.5M | 19.77% | 1.96% | Not reported | Q1 2017 |
| CBZ | $30.6M | 14.59% | 2.07% | -35.7% | Q2 2013 |
| JBTM | $28.8M | 13.73% | 0.43% | -49.9% | Q1 2023 |
| HSIC | $22.1M | 10.51% | 0.26% | -17.2% | Q4 2024 |
| TNC | $20.2M | 9.62% | 1.79% | -37.3% | Q1 2021 |
| BLKB | $18.6M | 8.88% | 1.04% | -23.4% | Q2 2022 |
| MSA | $16.9M | 8.07% | 0.27% | -44.4% | Q2 2025 |
| ZETA | $14.6M | 6.94% | Not reported | -46.2% | Q1 2025 |
| LIVN | $9.26M | 4.41% | 0.27% | -70.5% | Q4 2021 |
| ENOV | $7.28M | 3.47% | 0.56% | -46.2% | Q2 2024 |
| Q4 2025 | |||||
| CBZ | $89.5M | 22.92% | 3.26% | +3.3% | Q2 2013 |
| JBTM | $67.8M | 17.37% | 0.87% | Not reported | Q1 2023 |
| BLKB | $39.9M | 10.22% | 1.35% | Not reported | Q2 2022 |
| TNC | $35.7M | 9.16% | 2.72% | Not reported | Q1 2021 |
| ZETA | $34.6M | 8.86% | Not reported | Not reported | Q1 2025 |
| LIVN | $30.4M | 7.79% | 0.90% | Not reported | Q4 2021 |
| MSA | $29.7M | 7.62% | 0.48% | +36.2% | Q2 2025 |
| HSIC | $27.3M | 7.00% | 0.31% | Not reported | Q4 2024 |
 AVNT | $19.5M | 5.00% | 0.68% | Not reported | Q4 2020 |
| ENOV | $15.9M | 4.06% | 1.04% | Not reported | Q2 2024 |
| Q3 2025 | |||||
| CBZ | $90.9M | 17.46% | 3.18% | -5.0% | Q2 2013 |
| JBTM | $63.2M | 12.14% | 0.87% | -17.4% | Q1 2023 |
| ACHC | $57.9M | 11.12% | 2.58% | +9.1% | Q1 2017 |
| IAS | $49.1M | 9.44% | 2.90% | -1.6% | Q4 2023 |
| BLKB | $40.5M | 7.79% | 1.31% | +28.4% | Q2 2022 |
| TNC | $39.3M | 7.55% | 2.66% | -4.0% | Q1 2021 |
| ZETA | $33.8M | 6.49% | Not reported | Not reported | Q1 2025 |
| LIVN | $25.9M | 4.97% | 0.90% | -3.9% | Q4 2021 |
| HSIC | $24M | 4.61% | 0.31% | -4.0% | Q4 2024 |
| MSA | $23.5M | 4.51% | 0.35% | -3.5% | Q2 2025 |
| AVNT | $20.6M | 3.96% | 0.68% | -3.9% | Q4 2020 |
| ENOV | $18.1M | 3.47% | 1.04% | -3.6% | Q2 2024 |