David Einhorn's ACHC Position Overview
David Einhorn (via Dme Capital Management, Lp) currently holds 4.52 M shares of Acadia Healthcare Company, Inc. (ACHC) worth $105.68 M, representing 3.31% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, David Einhorn has maintained this position in ACHC for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 2.48 M shares. Largest reduction occurred in Q1 2025, reducing 7,780 shares.
Analysis based on 13F filings available since 2013 Q2
David Einhorn's Acadia Healthcare Company (ACHC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Acadia Healthcare Company (ACHC) Trades by David Einhorn
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +397,178 | Add 9.64% | 4.52 M | $23.39 |
| Q4 2025 | +2.48 M | Add 150.88% | 4.12 M | $14.19 |
| Q3 2025 | +777,699 | Add 89.91% | 1.64 M | $24.76 |
| Q2 2025 | +744,151 | Add 615.71% | 865,011 | $22.69 |
| Q1 2025 | -7,780 | Reduce 6.05% | 120,860 | $30.32 |
| Q4 2024 | +128,640 | New Buy | 128,640 | $39.65 |
David Einhorn's Acadia Healthcare Company Investment FAQs
David Einhorn first purchased Acadia Healthcare Company, Inc. (ACHC) in Q4 2024, acquiring 128,640 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Einhorn has held Acadia Healthcare Company, Inc. (ACHC) for 6 quarters since Q4 2024.
David Einhorn's largest addition to Acadia Healthcare Company, Inc. (ACHC) was in Q4 2025, adding 4,121,203 shares worth $58.48 M.
According to the latest 13F filing for Q1 2026, David Einhorn's firm, Dme Capital Management, Lp, owns 4,518,381 shares of Acadia Healthcare Company, Inc. (ACHC), valued at approximately $105.68 M.
As of the Q1 2026 filing, Acadia Healthcare Company, Inc. (ACHC) represents approximately 3.31% of David Einhorn's publicly disclosed stock portfolio, making it one of their key holdings.
David Einhorn's peak holding in Acadia Healthcare Company, Inc. (ACHC) was 4,518,381 shares, as reported at the end of Q1 2026.