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Filers›Family Office›P2 Capital Partners, LLC
DOSSIER · 13F-HR · Q1 2026

P2 Capital Partners, LLC

P2's family office based in Greenwich, CT — $210M in tracked AUM across 10 positions as of Q1 2026.

P
P2·Greenwich, CT·Family Office
CIK 0001406313 · last filed Mar 31, 2026
Total AUM
$210M
▼ 5.5%
vs prior
Holdings
10
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
Top sector
Financials
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

P2 Capital Partners, LLC has reported a substantial consolidation of its portfolio for the period ending September 30, 2025. The total assets under management (AUM) decreased by 49.9%, dropping from $522.47 million in the previous quarter to $261.55 million. This drastic reduction in portfolio value is not solely attributable to market performance but is primarily the result of a significant capital reallocation strategy. The fund aggressively streamlined its exposure, re...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ACHC
ACADIA HEALTHCARE COMPANY IN
$42M1.8M19.8%
02
CBZ
CBIZ INC
$31M1.1M14.6%
03
JBTM
JBT MAREL CORPORATION
$29M225K13.7%
04
HSIC
SCHEIN HENRY INC
$22M299K10.5%
05
TNC
TENNANT CO
$20M304K9.6%
06
BLKB
BLACKBAUD INC
$19M483K8.9%
07
MSA
MSA SAFETY INC
$17M103K8.1%
08
ZETA
ZETA GLOBAL HOLDINGS CORP
$15M915K6.9%
09
G5509L101
LIVANOVA PLC
$9M146K4.4%
10
ENOV
ENOVIS CORPORATION
$7M320K3.5%

Filing history

Filing history loading…
AI Agent · grounded in P2
haiku-4-5 · 10 positions indexed
Sector mix
  • Financials4%
  • Health Care7%
  • Cons. Disc.13%
  • Industrials48%
  • Energy18%
  • Other10%
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