Letters by company

Acadia Healthcare Company, Inc.

1 letter discussing ACHC. Everything written about it on this site is on its ticker page.

13D Activist Fund Q2 2026 Investor Letter 13D Activist Fund concentrated the portfolio around fewer activist catalysts and added Japanese and European campaigns. It initiated Delivery Hero, Money Forward, Nippon Express and Synopsys, arguing for operational discipline, pricing, asset monetization and governance changes, while selling five positions to fund stronger opportunities. second quarter of 2026 DELHY $12BMNYFF $407BNEXHY $1.4T