PCP
ACHC icon

P2 Capital Partners’s Acadia Healthcare ACHC Stock Holding History

P2 Capital Partners’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.5M Buy
+1,774,484
New +$32.1M 19.77% 1
2025
Q4 		– Sell
-2,337,188
Closed -$57.9M – 11
2025
Q3 		$57.9M Buy
2,337,188
+195,000
+9% +$4.35M 11.12% 3
2025
Q2 		$48.6M Hold
2,142,188
– – 9.3% 3
2025
Q1 		$65M Sell
2,142,188
-52,100
-2% -$1.99M 12.61% 3
2024
Q4 		$87M Buy
2,194,288
+624,288
+40% +$28.2M 14.78% 2
2024
Q3 		$99.6M Buy
1,570,000
+60,000
+4% +$4.33M 11.37% 3
2024
Q2 		$102M Buy
1,510,000
+210,000
+16% +$14.7M 11.18% 1
2024
Q1 		$103M Sell
1,300,000
-70,000
-5% -$5.72M 12.17% 2
2023
Q4 		$107M Hold
1,370,000
– – 11.72% 3
2023
Q3 		$96.3M Hold
1,370,000
– – 12.6% 3
2023
Q2 		$109M Hold
1,370,000
– – 12.7% 3
2023
Q1 		$99M Hold
1,370,000
– – 12.69% 3
2022
Q4 		$113M Sell
1,370,000
-230,000
-14% -$19M 14.91% 2
2022
Q3 		$125M Sell
1,600,000
-20,000
-1% -$1.6M 15.44% 2
2022
Q2 		$110M Sell
1,620,000
-65,000
-4% -$4.53M 12.41% 2
2022
Q1 		$110M Sell
1,685,000
-259,293
-13% -$15.1M 10.45% 2
2021
Q4 		$118M Hold
1,944,293
– – 9.2% 3
2021
Q3 		$124M Sell
1,944,293
-164,900
-8% -$10.4M 10.45% 1
2021
Q2 		$132M Sell
2,109,193
-420,249
-17% -$26.4M 9.93% 2
2021
Q1 		$145M Sell
2,529,442
-745,036
-23% -$40.3M 9.59% 2
2020
Q4 		$165M Sell
3,274,478
-2,300,601
-41% -$91.7M 11.17% 1
2020
Q3 		$164M Hold
5,575,079
– – 12.86% 1
2020
Q2 		$140M Hold
5,575,079
– – 11.7% 1
2020
Q1 		$102M Hold
5,575,079
– – 12.23% 2
2019
Q4 		$185M Sell
5,575,079
-884,921
-14% -$27.7M 13.59% 2
2019
Q3 		$201M Buy
6,460,000
+2,181,276
+51% +$66.4M 13.57% 2
2019
Q2 		$150M Hold
4,278,724
– – 11.43% 3
2019
Q1 		$125M Buy
4,278,724
+1,115,000
+35% +$31.6M 10.42% 3
2018
Q4 		$81.3M Buy
3,163,724
+1,063,724
+51% +$36.8M 8.21% 4
2018
Q3 		$73.9M Sell
2,100,000
-227,961
-10% -$9.08M 6.63% 5
2018
Q2 		$95.2M Sell
2,327,961
-1,022,039
-31% -$41.2M 9.66% 2
2018
Q1 		$131M Buy
3,350,000
+425,000
+15% +$15.6M 12.77% 2
2017
Q4 		$95.4M Buy
2,925,000
+1,771,814
+154% +$61.4M 11.26% 3
2017
Q3 		$55.1M Sell
1,153,186
-217,100
-16% -$10.6M 6.44% 8
2017
Q2 		$67.7M Buy
1,370,286
+876,659
+178% +$38.8M 7.87% 7
2017
Q1 		$21.5M Buy
+493,627
New +$20M 3.02% 11

Other funds holding ACHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

P2 Capital Partners's ACHC Position: Q1 2026 in Review

P2 Capital Partners opened a new position in Acadia Healthcare (ACHC) in Q1 2026: 1,774,484 shares worth $41.5M. The stake represents 19.77% of the portfolio and ranks #1 among its holdings. This is a return to the name: P2 Capital Partners previously reported a position in ACHC as recently as Q3 2025.

P2 Capital Partners first reported a position in ACHC in Q1 2017 and has held it in 36 quarters since. The position peaked at $201M in Q3 2019. 295 funds tracked by Wall St. Rank hold ACHC as of Q1 2026.

  • P2 Capital Partners held 1,774,484 shares of Acadia Healthcare worth $41.5M as of Q1 2026.
  • Acadia Healthcare was a new P2 Capital Partners position in Q1 2026.
  • Acadia Healthcare made up 19.77% of P2 Capital Partners's portfolio in Q1 2026, its #1 holding.
  • P2 Capital Partners first reported a position in Acadia Healthcare in Q1 2017 and has held it in 36 quarters since.
  • P2 Capital Partners's Acadia Healthcare position peaked at $201M in Q3 2019.
  • 295 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2026.

Based on P2 Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.