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Doma Perpetual Capital Management’s DaVita DVA Stock Holding History

Doma Perpetual Capital 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
2026
Q2 		$35.5M Sell
159,668
-156,357
-49% -$28.4M 8.25% 8
2026
Q1 		$48.6M Buy
316,025
+13,142
+4% +$1.78M 13.04% 2
2025
Q4 		$34.4M Sell
302,883
-52,691
-15% -$6.41M 9.68% 5
2025
Q3 		$47.2M Buy
355,574
+67,214
+23% +$9.23M 15.87% 3
2025
Q2 		$41.1M Hold
288,360
– – 15.56% 3
2025
Q1 		$44.1M Buy
288,360
+182,476
+172% +$28.7M 17.34% 2
2024
Q4 		$15.8M Hold
105,884
– – 7.88% 7
2024
Q3 		$17.4M Sell
105,884
-397,744
-79% -$58.8M 8.77% 7
2024
Q2 		$69.8M Sell
503,628
-1,853
-0.4% -$255K 32.36% 1
2024
Q1 		$69.8M Sell
505,481
-1,164
-0.2% -$140K 46.42% 1
2023
Q4 		$53.1M Buy
+506,645
New +$46.8M 52.32% 1

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Doma Perpetual Capital Management's DVA Position: Q2 2026 in Review

Doma Perpetual Capital Management reduced its DaVita (DVA) stake by 49% in Q2 2026, selling an estimated $28.4M and leaving 159,668 shares worth $35.5M. The position accounts for 8.25% of the portfolio, ranked #8.

Doma Perpetual Capital Management first reported a position in DVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $69.8M in Q2 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Doma Perpetual Capital Management held 159,668 shares of DaVita worth $35.5M as of Q2 2026.
  • Doma Perpetual Capital Management sold 156,357 DaVita shares in Q2 2026, an estimated $28.4M.
  • DaVita made up 8.25% of Doma Perpetual Capital Management's portfolio in Q2 2026, its #8 holding.
  • Doma Perpetual Capital Management first reported a position in DaVita in Q4 2023 and has held it in 11 quarters since.
  • Doma Perpetual Capital Management's DaVita position peaked at $69.8M in Q2 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Doma Perpetual Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.