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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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Capital Management's DVA Position: Q1 2026 in Review

Gates Capital Management reduced its DaVita (DVA) stake by 38% in Q1 2026, selling an estimated $61.4M and leaving 723,008 shares worth $111M. The position accounts for 3.04% of the portfolio, ranked #14.

Gates Capital Management first reported a position in DVA in Q2 2013 and has held it in 52 quarters since. The position peaked at $197M in Q2 2014. 583 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Gates Capital Management held 723,008 shares of DaVita worth $111M as of Q1 2026.
  • Gates Capital Management sold 452,477 DaVita shares in Q1 2026, an estimated $61.4M.
  • DaVita made up 3.04% of Gates Capital Management's portfolio in Q1 2026, its #14 holding.
  • Gates Capital Management first reported a position in DaVita in Q2 2013 and has held it in 52 quarters since.
  • Gates Capital Management's DaVita position peaked at $197M in Q2 2014.
  • 583 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

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