Buckley Capital’s Insights on Acadia Healthcare (ACHC)

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Soumya Eswaran

Mon, June 1, 2026 astatine 9:37 AM CDT 3 min read

Buckley Capital Advisors, an concern absorption company, released its archetypal 4th 2026 capitalist letter. A transcript of the missive tin beryllium downloaded here. The archetypal 4th of 2026 presented immoderate difficulties for tiny and mid-cap equities. However, the Fund observed a notable show betterment successful April, with the portfolio rising astir 13.8% nett month-to-date and 8.6% nett year-to-date, showcasing robust underlying show successful respective of its halfway positions arsenic fundamentals started to instrumentality hold. This beardown show inclination has continued into May. This missive reflects the firm’s strategy of investing successful high-quality companies trading astatine importantly discounted valuations. In addition, delight cheque the firm’s apical 5 holdings to cognize its champion picks successful 2026.

In its first-quarter 2026 capitalist letter, Buckley Capital highlighted stocks similar Acadia Healthcare Company, Inc. (NASDAQ:ACHC). Acadia Healthcare Company, Inc. (NASDAQ:ACHC) is simply a US-based behavioral wellness services supplier that owns and operates psychiatric hospitals, specialty attraction facilities, residential attraction centers, and outpatient clinics. On May 29, 2026, Acadia Healthcare Company, Inc. (NASDAQ:ACHC) closed astatine $23.20 per share. One-month instrumentality of Acadia Healthcare Company, Inc. (NASDAQ:ACHC) was -16.20%, and its shares gained 7.26% implicit the past 52 weeks. Acadia Healthcare Company, Inc. (NASDAQ:ACHC) has a marketplace capitalization of $2.13 billion.

Buckley Capital stated the pursuing regarding Acadia Healthcare Company, Inc. (NASDAQ:ACHC) successful its Q1 2026 capitalist letter:

"Acadia Healthcare Company, Inc. (NASDAQ:ACHC) has been our largest contributor to our 2026 show frankincense far, and astatine today’s prices, we person been trimming the position. However, we thought it was due to spell into much extent fixed the occurrence of the position. We are highly attracted to peculiar situations wherever a proven, high-caliber CEO returns to pb a fundamentally beardown postulation of assets suffering from caller neglect. Debra “Debbie” Osteen’s caller reappointment arsenic CEO of Acadia Healthcare—the starring pure-play behavioral wellness supplier successful the United States, with a ample web of psychiatric facilities and substance-abuse clinics—provided precisely this catalyst.

Osteen’s 35-year tenure astatine Universal Health Services (UHS) established her arsenic the premier relation successful the behavioral wellness industry, with a unsocial quality to standard high-barrier healthcare businesses organically and done analyzable M&A portion maintaining rigorous operational discipline. During her tenure arsenic president of the Behavioral Health part of UHS from 1999 to 2018, maturation successful its web and profits helped thrust a stock terms summation of ~1,500%...” (Click present to work the afloat text)

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