13-F holdings, Q2 2026
P2 Capital Partners, LLC
A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.
- Reported value
- $245.6M
- Positions
- 12
- Filed
- Data as of
These holdings are as of , 136 days ago.
13-Fs for Q3 2026 are due by .
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Top holdings
- ACHC$52.4M1,774,484 shares21.3% of the book
- CBZ$36.5M1,136,974 shares14.9% of the book
- JBTM$32.7M225,470 shares13.3% of the book
- HSIC$22.1M264,486 shares9% of the book
- TNC$19.7M225,255 shares8% of the book
- ZETA$18.1M920,000 shares7.4% of the book
- MSA$17.3M99,117 shares7% of the book
- BLKB$14.3M482,874 shares5.8% of the book
- CWST$14.3M147,236 shares5.8% of the book
- LRN$10.1M116,630 shares4.1% of the book
What changed this quarter
2 new positions and 0 sold out, against Q1 2026. Added and trimmed positions use the change in split-adjusted shares at the Q2 2026 implied price; full exits use their Q1 2026 reported value, not sale proceeds.
Largest buys
- CWST
CASELLA WASTE SYS INC
+$14.3M
New
Your stake and evidence for CWST
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
A position newly appears in the Q2 2026 book.
Displayed change: +$14.3M. The current book reports 147,236 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A new position uses its current quarter's reported dollar value; this is not the amount spent buying it.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 14277475 USD. Current reported shares: 147236. Prior shares on current basis: not recorded.
- LRN
STRIDE INC
+$10.1M
New
Your stake and evidence for LRN
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
A position newly appears in the Q2 2026 book.
Displayed change: +$10.1M. The current book reports 116,630 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
A new position uses its current quarter's reported dollar value; this is not the amount spent buying it.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 10058171 USD. Current reported shares: 116630. Prior shares on current basis: not recorded.
- ZETA
ZETA GLOBAL HOLDINGS CORP
+$98.4K
+0.5% shares
Your stake and evidence for ZETA
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares increased between Q1 2026 and Q2 2026.
Displayed change: +$98.4K. The current book reports 920,000 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
920,000 current shares − 915,000 prior shares on the same basis = +5,000 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 98400 USD. Current reported shares: 920000. Prior shares on current basis: 915000.
Largest sells
- LIVN
LIVANOVA PLC
−$10.5M
-87.3% shares
Your stake and evidence for LIVN
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$10.5M. The current book reports 18,452 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
18,452 current shares − 145,729 prior shares on the same basis = -127,277 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -10465987.985909387 USD. Current reported shares: 18452. Prior shares on current basis: 145729.
- TNC
TENNANT CO
−$6.9M
-26% shares
Your stake and evidence for TNC
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$6.9M. The current book reports 225,255 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
225,255 current shares − 304,207 prior shares on the same basis = -78,952 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -6911458.185150163 USD. Current reported shares: 225255. Prior shares on current basis: 304207.
- HSIC
SCHEIN HENRY INC
−$2.9M
-11.7% shares
Your stake and evidence for HSIC
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$2.9M. The current book reports 264,486 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
264,486 current shares − 299,486 prior shares on the same basis = -35,000 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -2923200.037053001 USD. Current reported shares: 264486. Prior shares on current basis: 299486.
- MSA
MSA SAFETY INC
−$724.9K
-4% shares
Your stake and evidence for MSA
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$724.9K. The current book reports 99,117 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
99,117 current shares − 103,269 prior shares on the same basis = -4,152 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -724856.1658645844 USD. Current reported shares: 99117. Prior shares on current basis: 103269.
- CBZ
CBIZ INC
−$118.7K
-0.3% shares
Your stake and evidence for CBZ
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares decreased between Q1 2026 and Q2 2026.
Displayed change: −$118.7K. The current book reports 1,136,974 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
1,136,974 current shares − 1,140,674 prior shares on the same basis = -3,700 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: -118696.00026034018 USD. Current reported shares: 1136974. Prior shares on current basis: 1140674.
All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.