P2 Capital Partners, LLC holds a concentrated book of 10 stocks worth $209.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Acadia Healthcare Co Inc and trimmed Cbiz Inc. Their largest long position is Acadia Healthcare Co Inc at 20% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1406313/holdings"
Use Arkolith to show P2 Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Acadia Healthcare Company In COM | $41.5M | 1.77M | 19.8% | ▲New New position | |
| 2 | Cbiz Inc COM | $30.6M | 1.14M | 14.6% | ▼−36% Reduced · −633K sh | |
| 3 | JBT Marel Corporation COM | $28.8M | 225.5K | 13.7% | ▼−50% Reduced · −224K sh | |
| 4 | Schein Henry Inc COM | $22.1M | 299.5K | 10.5% | ▼−17% Reduced · −62K sh | |
| 5 | Tennant Co COM | $20.2M | 304.2K | 9.6% | ▼−37% Reduced · −181K sh | |
| 6 | Blackbaud Inc COM | $18.6M | 482.9K | 8.9% | ▼−23% Reduced · −147K sh | |
| 7 | Msa Safety Inc COM | $16.9M | 103.3K | 8.1% | ▼−44% Reduced · −82K sh | |
| 8 | Zeta Global Holdings Corp CL A | $14.6M | 915.0K | 6.9% | ▼−46% Reduced · −785K sh | |
| 9 | Livanova PLC SHS | $9.3M | 145.7K | 4.4% | ▼−70% Reduced · −348K sh | |
| 10 | Enovis Corporation COM | $7.3M | 320.0K | 3.5% | ▼−46% Reduced · −275K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.