P2 Capital Partners, LLC
New York NY · SEC CIK 0001406313
$2.46亿2026Q2 申报市值
12持仓数
96.7%前十大占比 · 第一大 21.3%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CWST 新建仓+$1,427.75万
LRN 新建仓+$1,005.82万
ZETA 加仓+$9.84万
2026Q2 卖出最多 按季末市值估算
LIVN 减仓-$1,046.60万
TNC 减仓-$691.15万
HSIC 减仓-$292.32万
MSA 减仓-$72.49万
CBZ 减仓-$11.87万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LIVN | LIVANOVA PLC | $151.73万 | 0.62% | 18,452 | -127,277 | -87.3% | -$1,046.60万 | 减仓 |
| ENOV | ENOVIS CORPORATION | $662.40万 | 2.70% | 320,000 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $1,005.82万 | 4.10% | 116,630 | 116,630 | — | $1,005.82万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $1,427.75万 | 5.81% | 147,236 | 147,236 | — | $1,427.75万 | 新建仓 |
| BLKB | BLACKBAUD INC | $1,430.27万 | 5.82% | 482,874 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $1,730.38万 | 7.05% | 99,117 | -4,152 | -4.0% | -$72.49万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $1,810.56万 | 7.37% | 920,000 | 5,000 | 0.5% | $9.84万 | 加仓 |
| TNC | TENNANT CO | $1,971.88万 | 8.03% | 225,255 | -78,952 | -26.0% | -$691.15万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $2,208.99万 | 9.00% | 264,486 | -35,000 | -11.7% | -$292.32万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $3,269.32万 | 13.31% | 225,470 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $3,647.41万 | 14.85% | 1,136,974 | -3,700 | -0.3% | -$11.87万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $5,240.05万 | 21.34% | 1,774,484 | 0 | 0.0% | — | 不变 |