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Portfolio (Quarterly) Guide ↗

13D Management LLC

· CIK 0001600133
13F Portfolio $64M AUM 13 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 4 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 294,000.0 $6.9M 10.66% NEW $23.39 -1.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 34.4%
Communication Services 23.7%
Technology 18.5%
Consumer Cyclical 15.7%
Industrials 7.7%