Lee Ainslie's ACHC Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 905,419 shares of Acadia Healthcare Company, Inc. (ACHC) worth $12.85 M, representing 0.14% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in ACHC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 1.21 M shares. Largest reduction occurred in Q4 2025, reducing 2.1 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Acadia Healthcare Company (ACHC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Acadia Healthcare Company (ACHC) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2014 | +1.11 M | New Buy | 1.11 M | $45.50 |
| Q3 2014 | -1.11 M | Sold Out | 0 | $0.00 |
| Q1 2018 | +31,100 | New Buy | 31,100 | $39.16 |
| Q2 2018 | -31,100 | Sold Out | 0 | $0.00 |
| Q3 2018 | +54,940 | New Buy | 54,940 | $35.20 |
| Q4 2018 | +28,130 | Add 51.20% | 83,070 | $25.71 |
| Q1 2019 | +6,700 | Add 8.07% | 89,770 | $29.31 |
| Q2 2019 | -89,770 | Sold Out | 0 | $0.00 |
| Q3 2019 | +109,928 | New Buy | 109,928 | $31.08 |
| Q4 2019 | -109,928 | Sold Out | 0 | $0.00 |
| Q1 2020 | +121,572 | New Buy | 121,572 | $18.35 |
| Q2 2020 | -4,606 | Reduce 3.79% | 116,966 | $25.12 |
| Q3 2020 | -84,274 | Reduce 72.05% | 32,692 | $29.49 |
| Q4 2020 | -32,692 | Sold Out | 0 | $0.00 |
| Q1 2021 | +6,273 | New Buy | 6,273 | $57.07 |
| Q2 2021 | -5,061 | Reduce 80.68% | 1,212 | $62.71 |
| Q3 2021 | -1,212 | Sold Out | 0 | $0.00 |
| Q1 2024 | +4,588 | New Buy | 4,588 | $79.22 |
| Q2 2024 | -4,588 | Sold Out | 0 | $0.00 |
| Q4 2024 | +1.04 M | New Buy | 1.04 M | $39.65 |
| Q1 2025 | +1.21 M | Add 116.34% | 2.25 M | $30.32 |
| Q2 2025 | +306,314 | Add 13.63% | 2.55 M | $22.69 |
| Q3 2025 | +453,268 | Add 17.75% | 3.01 M | $24.76 |
| Q4 2025 | -2.1 M | Reduce 69.88% | 905,419 | $14.19 |
Lee Ainslie's Acadia Healthcare Company Investment FAQs
Lee Ainslie first purchased Acadia Healthcare Company, Inc. (ACHC) in Q2 2014, acquiring 1,106,136 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Acadia Healthcare Company, Inc. (ACHC) for 24 quarters since Q2 2014.
Lee Ainslie's largest addition to Acadia Healthcare Company, Inc. (ACHC) was in Q1 2025, adding 2,246,923 shares worth $68.13 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 905,419 shares of Acadia Healthcare Company, Inc. (ACHC), valued at approximately $12.85 M.
As of the Q4 2025 filing, Acadia Healthcare Company, Inc. (ACHC) represents approximately 0.14% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Acadia Healthcare Company, Inc. (ACHC) was 3,006,505 shares, as reported at the end of Q3 2025.