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Iron Triangle Partners’s DaVita DVA Stock Holding History

Iron Triangle Partners’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
-319,566
Closed -$48.9M – 31
2025
Q1 		$48.9M Buy
319,566
+59,142
+23% +$9.29M 7.71% 1
2024
Q4 		$38.9M Buy
+260,424
New +$40.8M 4.29% 13
2022
Q1 		– Sell
-450,000
Closed -$51.2M – 31
2021
Q4 		$51.2M Buy
+450,000
New +$48.4M 7.13% 1
2021
Q1 		– Sell
-140,000
Closed -$16.4M – 28
2020
Q4 		$16.4M Sell
140,000
-80,000
-36% -$8.15M 2.13% 22
2020
Q3 		$18.8M Buy
+220,000
New +$18.8M 4.21% 11

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Iron Triangle Partners's DVA Position: Q2 2025 in Review

Iron Triangle Partners sold out of DaVita (DVA) in Q2 2025, closing a stake of 319,566 shares — an estimated $48.9M sold.

Iron Triangle Partners first reported a position in DVA in Q3 2020 and held it in 5 quarters. The position peaked at $51.2M in Q4 2021. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • Iron Triangle Partners reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
  • Iron Triangle Partners sold 319,566 DaVita shares in Q2 2025, an estimated $48.9M.
  • Iron Triangle Partners first reported a position in DaVita in Q3 2020 and held it in 5 quarters.
  • Iron Triangle Partners's DaVita position peaked at $51.2M in Q4 2021.
  • 593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Iron Triangle Partners's 13F filing for Q2 2025, filed 14 Aug 2025.