Company Overview - PACS Group is a leading provider in the post-acute healthcare sector, offering a diversified portfolio of senior care and assisted living facilities, employing tens of thousands of professionals to deliver integrated care solutions [6] - The company generates revenue primarily from healthcare and related ancillary services, targeting seniors and individuals requiring post-acute care [9] - As of January 15, PACS shares were priced at $39.37, reflecting a significant increase of 184.9% over the past year, outperforming the S&P 500 by 168.16 percentage points [3] Financial Performance - PACS Group reported a total revenue of $5.14 billion and a net income of $169.04 million for the trailing twelve months (TTM) [4] - The company posted third-quarter revenue of $1.34 billion, representing a year-over-year increase of 31%, with adjusted EBITDA of $131.5 million and operating cash flow exceeding $400 million for the first nine months of the year [11] - Occupancy rates at mature facilities remain near 95%, significantly above the industry average of approximately 80% [11] Recent Developments - Crewe Advisors disclosed the acquisition of 1,035,747 shares of PACS Group, with an estimated transaction value of $22.72 million, increasing its holdings to a total value of $82.45 million, a net increase of $67.19 million from the prior quarter [2] - Following the acquisition, PACS Group now represents 7.3% of Crewe Advisors' 13F assets, indicating a strong commitment to the stock [3][8] - The recent capital inflow into PACS shares, despite their substantial price increase, suggests investor confidence in the company's fundamentals rather than a mere momentum chase [11]