Claus Moller's portfolio
In the Q2 2026 13F, filed August 14, 2026, P2 Capital Partners reported 12 US stock positions worth $246M. The largest was Acadia Healthcare Company (ACHC) at 21.3% of the portfolio. New positions: Casella Waste Systems (CWST) and Stride (LRN). Added to: Zeta Global Holdings (ZETA). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- Casella Waste SystemsCWST$14M
- StrideLRN$10M
Added to
Trimmed
- CBIZCBZ$36M
- Henry ScheinHSIC$22M
- TennantTNC$20M
- MSA SafetyMSA$17M
- LivaNovaLIVN$2M
Sold out
None this quarter.
Holdings
12 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Acadia Healthcare CompanyACHC | 21.34% | $52M | 1,774,484 | Held |
| CBIZCBZ | 14.85% | $36M | 1,136,974 | Trimmed |
| JBTMarelJBTM | 13.31% | $33M | 225,470 | Held |
| Henry ScheinHSIC | 9.00% | $22M | 264,486 | Trimmed |
| TennantTNC | 8.03% | $20M | 225,255 | Trimmed |
| Zeta Global HoldingsZETA | 7.37% | $18M | 920,000 | Added |
| MSA SafetyMSA | 7.05% | $17M | 99,117 | Trimmed |
| BlackbaudBLKB | 5.82% | $14M | 482,874 | Held |
| Casella Waste SystemsCWST | 5.81% | $14M | 147,236 | New |
| StrideLRN | 4.10% | $10M | 116,630 | New |
| EnovisENOV | 2.70% | $7M | 320,000 | Held |
| LivaNovaLIVN | 0.62% | $2M | 18,452 | Trimmed |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Claus Moller own?
In the Q2 2026 13F, P2 Capital Partners reported 12 US stock positions worth $246M. The largest: Acadia Healthcare Company (ACHC) 21.3%, CBIZ (CBZ) 14.9%, JBTMarel (JBTM) 13.3%, Henry Schein (HSIC) 9.0%, Tennant (TNC) 8.0%.
What did Claus Moller buy last quarter?
In Q2 2026: new position in Casella Waste Systems (CWST); new position in Stride (LRN); added to Zeta Global Holdings (ZETA).
What did Claus Moller sell last quarter?
In Q2 2026: cut CBIZ (CBZ); cut Henry Schein (HSIC); cut Tennant (TNC).
When is Claus Moller's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.