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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doma Perpetual Capital Management's DVA Position: Q1 2026 in Review

Doma Perpetual Capital Management increased its DaVita (DVA) stake by 4.3% in Q1 2026, buying an estimated $1.78M and bringing the position to 316,025 shares worth $48.6M. The position accounts for 13.04% of the portfolio, ranked #2.

Doma Perpetual Capital Management first reported a position in DVA in Q4 2023 and has held it in 10 quarters since. The position peaked at $69.8M in Q2 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Doma Perpetual Capital Management held 316,025 shares of DaVita worth $48.6M as of Q1 2026.
Doma Perpetual Capital Management bought 13,142 DaVita shares in Q1 2026, an estimated $1.78M.
DaVita made up 13.04% of Doma Perpetual Capital Management's portfolio in Q1 2026, its #2 holding.
Doma Perpetual Capital Management first reported a position in DaVita in Q4 2023 and has held it in 10 quarters since.
Doma Perpetual Capital Management's DaVita position peaked at $69.8M in Q2 2024.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Doma Perpetual Capital Management's 13F filing for Q1 2026, filed 15 May 2026.