P2 Capital Partners, LLC

Fundamental concentrated ★Highest signal CIK 1406313
League rank
#294
in Fundamental concentrated · #565 overall
Long book
$209.9M
Q1 2026
Positions
10
Top-10 weight
100%
concentration
Last quarter
+20.4%
SPY +14.8%
Turnover
18%
of book per quarter

Strategy in plain words

auto-generated from filings

P2 Capital Partners, LLC is a concentrated fundamental stock-picker, running a $209.9M US long book across 10 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: ACADIA HEALTHCARE CO INC, CBIZ INC, JBT MAREL CORP, HENRY SCHEIN INC, TENNANT CO.

Over the last 9 quarters its long book ran on average 7.9pp per quarter behind the S&P 500, beating the index in 1 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-8.0%
Q2 2024
+3.0%
Q3 2024
-4.2%
Q4 2024
-10.4%
Q1 2025
-4.7%
Q2 2025
-1.5%
Q3 2025
-5.6%
Q4 2025
-19.6%
Q1 2026
+20.4%

Sector allocation

Healthcare
36%
Industrials
23%
Technology
16%
Services media
15%
Consumer discretionary
11%

Long book by quarter

$845.9M
Q1 2024
$839.1M
Q2 2024
$875.8M
Q3 2024
$588.8M
Q4 2024
$515.2M
Q1 2025
$496.1M
Q2 2025
$486.7M
Q3 2025
$390.3M
Q4 2025
$209.9M
Q1 2026

What does P2 Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
ACHC ACADIA HEALTHCARE CO INCHealthcare1.8M$41.5M19.8%New
CBZ CBIZ INCServices media1.1M$30.6M14.6%-35.7%
JBTM JBT MAREL CORPIndustrials225.5K$28.8M13.7%-49.9%
HSIC HENRY SCHEIN INCConsumer discretionary299.5K$22.1M10.5%-17.2%
TNC TENNANT COIndustrials304.2K$20.2M9.6%-37.3%
BLKB BLACKBAUD INCTechnology482.9K$18.6M8.9%-23.4%
MSA MSA SAFETY INCHealthcare103.3K$16.9M8.1%-44.4%
ZETA ZETA GLOBAL HOLDINGS CORP-ATechnology915.0K$14.6M6.9%-46.2%
LIVN LIVANOVA PLCHealthcare145.7K$9.3M4.4%-70.5%
ENOV ENOVIS CORPHealthcare320.0K$7.3M3.5%-46.2%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202610$209.9M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202610$390.3M canonicalSEC ↗
Q3 202513F-HRNov 14, 202513$520.5M canonicalSEC ↗
Q2 202513F-HRAug 14, 202513$522.5M canonicalSEC ↗
Q1 202513F-HRMay 15, 202512$515.2M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202511$588.8M canonicalSEC ↗
Q3 202413F-HRNov 14, 202415$875.8M canonicalSEC ↗
Q2 202413F-HRAug 14, 202418$911.8M canonicalSEC ↗
Q1 202413F-HRMay 15, 202415$845.9M canonicalSEC ↗