P2 Capital Partners, LLC

CIK 0001406313 · Q1 2026

13F Equity AUM

$209.9M

-46.2% QoQ

Positions

0 QoQ

AUM Rank

#7,210

Top 58%

Skill Alpha (FF)

-3.3%/yr^ns

No Clear Edge

Rank #6,494 · Top 79%

vs S&P -11.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 68.2%Top 10: 100.0%Top 20: 100.0%

ACHC19.8%

CBZ14.6%

JBT13.7%

HSIC10.5%

TN19.6%

BLKB8.9%

MSA8.1%

ZETA6.9%

LIVN4.4%

ENOV3.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials49.5%

Healthcare34.7%

Technology15.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 10Median: 9.25%Avg: 10.00%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

2(7.9%)

5%+

8(92.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 10Unique: 0vs 20 funds

0.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.3%

VANGUARD CAPITAL MANAGEMENT LLC

0.3%

STATE STREET CORP

0.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.4%

FMR LLC

0.3%

MORGAN STANLEY

0.2%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

JPMORGAN CHASE & CO

0.2%

BANK OF AMERICA CORP /DE/

0.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New1Increased0Decreased9Exited1

New Positions

ACHC19.8%

+1.8M

Decreased

ZETA6.9%

-785,000(-46%)

CBZ14.6%

-632,717(-36%)

LIVN4.4%

-348,173(-70%)

ENOV3.5%

-275,000(-46%)

JBT13.7%

-224,482(-50%)

TN19.6%

-180,743(-37%)

BLKB8.9%

-147,429(-23%)

MSA8.1%

-82,406(-44%)

HSIC10.5%

-62,300(-17%)

Exited

AVNT

-624,934

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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