Khrom Capital Management LLC: ACADIA HEALTHCARE COMPANY IN (ACHC): Quarterly 13F Position History
As of Q1 2026, Khrom Capital Management LLC reported 5,194,625 shares of ACADIA HEALTHCARE COMPANY IN (ACHC), worth $121.5M and representing 11.1% of its 13F equity book. Quarter-over-quarter share count change: 2,156,409 (-29.3%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 5,194,625Shares Held (Latest Filing)
- $121.5MReported Market Value (Latest Filing)
- 11.1%Portfolio Weight (% of 13F Equity Book)
- 2,156,409Quarter-over-Quarter Share Change
- +$17.2MQuarter-over-Quarter Value Change
- 7,351,034Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 5,194,625 | 2,156,409 | -29.3% | $121.5M | 11.1% | $23.4 |
| Q4 2025 | 7,351,034 | +2,313,586 | +45.9% | $104.3M | 10.8% | $14.2 |
| Q3 2025 | 5,037,448 | +2,556,469 | +103.0% | $124.7M | 13.0% | $24.8 |
| Q2 2025 | 2,480,979 | +893,680 | +56.3% | $56.3M | 6.3% | $22.7 |
| Q1 2025 | 1,587,299 | +336,297 | +26.9% | $48.1M | 6.4% | $30.3 |
| Q4 2024 | 1,251,002 | — | — | $49.6M | 5.6% | $39.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Khrom Capital Management LLC first disclose a ACHC position in 13F-HR filings?
Khrom Capital Management LLC first reported ACADIA HEALTHCARE COMPANY IN (ACHC) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Khrom Capital Management LLC's most recent quarter-over-quarter share-count change in ACHC?
Between Q4 2025 and Q1 2026, Khrom Capital Management LLC reduced its ACHC position by 2,156,409 shares (-29.3%), leaving 5,194,625 shares at a market value of $121.5M.
Does the implied price-per-share represent Khrom Capital Management LLC's cost basis in ACHC?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.