SEC 13F Intelligence

P2 Capital Partners, LLC / ACHC

P2 Capital Partners, LLC’s Acadia Healthcare Company In Position

Does P2 Capital Partners, LLC own Acadia Healthcare Company In (ACHC)? Yes1.77M shares worth $42M (+19.77% of its 13F portfolio) as of Q1 2026, down from 2.34M shares the prior filed quarter.

Position Value
$42M
Q1 2026
Shares
1.77M
% of Portfolio
+19.77%
Quarters Held
29
currently held

Position History ACHC

Reported value by quarter
Q4 ’18: $81MQ4 ’18Q1 ’19: $125MQ2 ’19: $150MQ3 ’19: $201MQ4 ’19: $185MQ4 ’19Q1 ’20: $102MQ2 ’20: $140MQ3 ’20: $164MQ4 ’20: $165MQ4 ’20Q1 ’21: $145MQ2 ’21: $132MQ3 ’21: $124MQ4 ’21: $118MQ4 ’21Q1 ’22: $110MQ2 ’22: $110MQ3 ’22: $125MQ4 ’22: $113MQ4 ’22Q1 ’23: $99MQ2 ’23: $109MQ3 ’23: $96MQ4 ’23: $107MQ4 ’23Q1 ’24: $103MQ2 ’24: $102MQ3 ’24: $100MQ4 ’24: $87MQ4 ’24Q1 ’25: $65MQ2 ’25: $49MQ3 ’25: $58MQ1 ’26: $42MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.77M$42M+19.77%
Q3 20252.34M$58M+11.12%
Q2 20252.14M$49M+9.30%
Q1 20252.14M$65M+12.61%
Q4 20242.19M$87M+14.78%
Q3 20241.57M$100M+11.37%
Q2 20241.51M$102M+11.18%
Q1 20241.30M$103M+12.17%
Q4 20231.37M$107M+11.72%
Q3 20231.37M$96M+12.60%
Q2 20231.37M$109M+12.70%
Q1 20231.37M$99M+12.69%
Q4 20221.37M$113M+14.91%
Q3 20221.60M$125M+15.44%
Q2 20221.62M$110M+12.41%
Q1 20221.69M$110M+10.45%
Q4 20211.94M$118M+9.20%
Q3 20211.94M$124M+10.45%
Q2 20212.11M$132M+9.93%
Q1 20212.53M$145M+9.59%
Q4 20203.27M$165M+11.17%
Q3 20205.58M$164M+12.86%
Q2 20205.58M$140M+11.70%
Q1 20205.58M$102M+12.23%
Q4 20195.58M$185M+13.58%
Q3 20196.46M$201M+13.57%
Q2 20194.28M$150M+11.43%
Q1 20194.28M$125M+10.42%
Q4 20183.16M$81M+8.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See P2 Capital Partners, LLC’s full portfolio or all institutional holders of ACHC.