8 Knots Management’s DaVita DVA Stock Holding History

8 Knots Management’s Portfolio DVA Stock Details DVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-193,542	Closed	-$29.6M	–	20
2025 Q1	$29.6M	Sell	193,542 -487,340	-72%	-$76.6M	3.73%	11
2024 Q4	$102M	Sell	680,882 -9,840	-1%	-$1.54M	10.19%	4
2024 Q3	$113M	Sell	690,722 -488,911	-41%	-$72.2M	13.38%	2
2024 Q2	$163M	Hold	1,179,633	–	–	15.78%	1
2024 Q1	$163M	Buy	1,179,633 +325,261	+38%	+$39M	15.78%	1
2023 Q4	$89.5M	Buy	+854,372	New	+$78.9M	16.71%	1

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

8 Knots Management's DVA Position: Q2 2025 in Review

8 Knots Management sold out of DaVita (DVA) in Q2 2025, closing a stake of 193,542 shares — an estimated $29.6M sold.

8 Knots Management first reported a position in DVA in Q4 2023 and held it in 6 quarters. The position peaked at $163M in Q2 2024. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

8 Knots Management reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
8 Knots Management sold 193,542 DaVita shares in Q2 2025, an estimated $29.6M.
8 Knots Management first reported a position in DaVita in Q4 2023 and held it in 6 quarters.
8 Knots Management's DaVita position peaked at $163M in Q2 2024.
593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on 8 Knots Management's 13F filing for Q2 2025, filed 14 Aug 2025.