In a recent 13F filing with the SEC, Farallon Capital Management disclosed a significant increase in its investment in Acadia Healthcare. The filing, which reflects holdings as of June 30, 2026, revealed that the investment firm boosted its share count by over 143% to 4.22 million shares. This move increased the value of its position to approximately $124.64 million.
This disclosure offers a retrospective look at Farallon's trading activity during the second quarter of 2026. During that period, Acadia Healthcare reported its financial results, which included roughly flat revenue compared to the same period in the prior year. Despite a decline in net income, the company expanded its capacity by opening new facilities. It's important to remember that 13F filings are delayed, providing a snapshot of a portfolio from weeks prior to the filing date.