Which funds own ACHC
Acadia Healthcare Company In in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $262m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 3
- at least, of 91 current
- Combined value
- $262m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 2
- already held
- Trimmed or sold out
- 4
- 3 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Greenlight Capital Activist · $3.9bn book | $130m | 3.3% | 4,400,641 | +$24m-117,740 | Trimmed |
| Farallon Capital Management LLC Long/short equity · $21.7bn book | $125m | 0.6% | 4,220,800 | +$84m+2,484,000 | Added |
| Winton Group Ltd Quantitative · $3.1bn book | $7.5m | 0.2% | 255,451 | +$1.6m+3,449 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Maverick Capital Ltd · Long/short equity$31m held before
- Woodline Partners LP · Long/short equity$9.1m held before
- Soros Fund Management LLC · Macro$500k held before
Ownership through time
At least 7 of the 95 managers whose filings are on file listed ACHC in Q2 2026, against 3 in Q2 2013. 3 managers fewer than in Q1 2026: 2 sold out, by their own filings; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 3
- Q3 2013: 2
- Q4 2013: 2
- Q1 2014: 1
- Q2 2014: 6
- Q3 2014: 4
- Q4 2014: 5
- Q1 2015: 5
- Q2 2015: 9
- Q3 2015: 7
- Q4 2015: 8
- Q1 2016: 5
- Q2 2016: 5
- Q3 2016: 8
- Q4 2016: 5
- Q1 2017: 6
- Q2 2017: 6
- Q3 2017: 6
- Q4 2017: 7
- Q1 2018: 6
- Q2 2018: 4
- Q3 2018: 3
- Q4 2018: 5
- Q1 2019: 7
- Q2 2019: 6
- Q3 2019: 6
- Q4 2019: 6
- Q1 2020: 4
- Q2 2020: 5
- Q3 2020: 5
- Q4 2020: 9
- Q1 2021: 8
- Q2 2021: 8
- Q3 2021: 10
- Q4 2021: 8
- Q1 2022: 10
- Q2 2022: 13
- Q3 2022: 10
- Q4 2022: 13
- Q1 2023: 13
- Q2 2023: 12
- Q3 2023: 12
- Q4 2023: 12
- Q1 2024: 13
- Q2 2024: 9
- Q3 2024: 10
- Q4 2024: 13
- Q1 2025: 10
- Q2 2025: 8
- Q3 2025: 6
- Q4 2025: 6
- Q1 2026: 10
- Q2 2026: 7
- Q2 2013: $129m
- Q3 2013: $150m
- Q4 2013: $165m
- Q1 2014: $136m
- Q2 2014: $406m
- Q3 2014: $367m
- Q4 2014: $599m
- Q1 2015: $758m
- Q2 2015: $851m
- Q3 2015: $712m
- Q4 2015: $692m
- Q1 2016: $1.0bn
- Q2 2016: $1.1bn
- Q3 2016: $1.2bn
- Q4 2016: $758m
- Q1 2017: $1.1bn
- Q2 2017: $1.2bn
- Q3 2017: $1.1bn
- Q4 2017: $751m
- Q1 2018: $1.0bn
- Q2 2018: $1.1bn
- Q3 2018: $794m
- Q4 2018: $687m
- Q1 2019: $894m
- Q2 2019: $1.0bn
- Q3 2019: $946m
- Q4 2019: $1.1bn
- Q1 2020: $479m
- Q2 2020: $617m
- Q3 2020: $709m
- Q4 2020: $1.1bn
- Q1 2021: $1.2bn
- Q2 2021: $1.3bn
- Q3 2021: $1.4bn
- Q4 2021: $1.4bn
- Q1 2022: $1.4bn
- Q2 2022: $1.8bn
- Q3 2022: $1.2bn
- Q4 2022: $1.4bn
- Q1 2023: $1.7bn
- Q2 2023: $1.9bn
- Q3 2023: $1.6bn
- Q4 2023: $1.4bn
- Q1 2024: $1.5bn
- Q2 2024: $1.5bn
- Q3 2024: $1.6bn
- Q4 2024: $811m
- Q1 2025: $591m
- Q2 2025: $398m
- Q3 2025: $482m
- Q4 2025: $270m
- Q1 2026: $462m
- Q2 2026: $518m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
- Farallon Capital Management LLC1,736,800 to 4,220,800 shares+$73m
- Neuberger Berman Group LLC1,961,384 to 2,238,423 shares+$8.1m
- Freestone Grove Partners LP636,116 to 643,486 shares+$218k
- Winton Group Ltd252,002 to 255,451 shares+$102k
Largest decreases, by shares
- Wellington Management Group LLP9,072,942 to 5,726,246 shares-$99m
- Greenlight Capital4,518,381 to 4,400,641 shares-$3.5m
- Caxton Associates LLP114,209 to 56,928 shares-$1.7m
Left it
- Maverick Capital Ltdwas $31m
- Soros Fund Management LLCwas $527k
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Wellington Management Group LLP | Q2 2014 | $739m | $169m | |
| Greenlight Capital | Q4 2024 | $130m | $130m | |
| Farallon Capital Management LLC | Q4 2023 | $125m | $125m | |
| Neuberger Berman Group LLC | Q4 2014 | $97m | $66m | |
| Freestone Grove Partners LP | Q4 2024 | $30m | $19m | |
| Winton Group Ltd | Q4 2020 | $7.5m | $7.5m | |
| Caxton Associates LLP | Q2 2025 | $5.8m | $1.7m | |
| T. Rowe Price Associates Inc | Q4 2014 | $707m | last listed Q2 2022 | |
| Fidelity (FMR LLC) | Q1 2023 | $429m | last listed Q3 2023 | |
| Invesco Ltd | Q4 2017 | $286m | last listed Q1 2024 | |
| Viking Global Investors LP | Q1 2017 | $260m | last listed Q3 2024 | |
| AllianceBernstein LP | Q2 2013 | $209m | last listed Q1 2024 | |
| Citadel Advisors LLC | Q3 2016 | $161m | last listed Q2 2024 | |
| Durable Capital Partners LP | Q2 2022 | $160m | last listed Q3 2024 | |
| Point72 Asset Management LP | Q2 2014 | $153m | last listed Q4 2024 | |
| Elliott Investment Management LP | Q4 2018 | $152m | last listed Q4 2019 | |
| Millennium Management LLC | Q2 2015 | $143m | last listed Q3 2024 |
What ACHC is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around ACHC →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More
The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
One email a week, free, and you can leave at any point.