P2 Capital Partners, LLC
New York NY · SEC CIK 0001406313
$2.10亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 19.8%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
本季没有买入
2026Q1 卖出最多 按季末市值估算
JBTM 减仓-$2,870.45万
LIVN 减仓-$2,212.99万
AVNT 清仓-$1,952.29万
CBZ 减仓-$1,698.85万
MSA 减仓-$1,351.05万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AVNT | AVIENT CORPORATION | $0 | 0.00% | 0 | -624,934 | -100.0% | -$1,952.29万 | 清仓 |
| ENOV | ENOVIS CORPORATION | $728.00万 | 3.47% | 320,000 | -275,000 | -46.2% | -$625.62万 | 减仓 |
| LIVN | LIVANOVA PLC | $926.25万 | 4.41% | 145,729 | -348,173 | -70.5% | -$2,212.99万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $1,456.68万 | 6.94% | 915,000 | -785,000 | -46.2% | -$1,249.72万 | 减仓 |
| MSA | MSA SAFETY INC | $1,693.10万 | 8.07% | 103,269 | -82,406 | -44.4% | -$1,351.05万 | 减仓 |
| BLKB | BLACKBAUD INC | $1,864.38万 | 8.88% | 482,874 | -147,429 | -23.4% | -$569.22万 | 减仓 |
| TNC | TENNANT CO | $2,019.93万 | 9.62% | 304,207 | -180,743 | -37.3% | -$1,200.13万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $2,207.21万 | 10.51% | 299,486 | -62,300 | -17.2% | -$459.15万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $2,883.08万 | 13.73% | 225,470 | -224,482 | -49.9% | -$2,870.45万 | 减仓 |
| CBZ | CBIZ INC | $3,062.71万 | 14.59% | 1,140,674 | -632,717 | -35.7% | -$1,698.85万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $4,150.52万 | 19.77% | 1,774,484 | -562,704 | -24.1% | -$1,316.16万 | 重新持有 |