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Gates Capital Management’s DaVita DVA Stock Holding History

Gates 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
2020
Q4 		– Sell
-400,000
Closed -$34.3M – 27
2020
Q3 		$34.3M Buy
400,000
+200,000
+100% +$17.1M 1.49% 25
2020
Q2 		$15.8M Buy
+200,000
New +$15.6M 0.79% 25

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

Gates Capital Management's DVA Position: Q2 2026 in Review

Gates Capital Management reduced its DaVita (DVA) stake by 4.8% in Q2 2026, selling an estimated $6.34M and leaving 688,136 shares worth $153M. The position accounts for 3.68% of the portfolio, ranked #7.

Gates Capital Management first reported a position in DVA in Q2 2013 and has held it in 53 quarters since. The position peaked at $197M in Q2 2014. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Gates Capital Management held 688,136 shares of DaVita worth $153M as of Q2 2026.
  • Gates Capital Management sold 34,872 DaVita shares in Q2 2026, an estimated $6.34M.
  • DaVita made up 3.68% of Gates Capital Management's portfolio in Q2 2026, its #7 holding.
  • Gates Capital Management first reported a position in DaVita in Q2 2013 and has held it in 53 quarters since.
  • Gates Capital Management's DaVita position peaked at $197M in Q2 2014.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Gates Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.