Iron Triangle Partners’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-319,566
| Closed | -$48.9M | – | 30 |
|
|
2025
Q1 | $48.9M | Buy |
319,566
+59,142
| +23% | +$9.05M | 7.71% | 1 |
|
|
2024
Q4 | $38.9M | Buy |
+260,424
| New | +$38.9M | 4.29% | 12 |
|
|
2022
Q1 | – | Sell |
-450,000
| Closed | -$51.2M | – | 31 |
|
|
2021
Q4 | $51.2M | Buy |
+450,000
| New | +$51.2M | 7.13% | 1 |
|
|
2021
Q1 | – | Sell |
-140,000
| Closed | -$16.4M | – | 28 |
|
|
2020
Q4 | $16.4M | Sell |
140,000
-80,000
| -36% | -$9.39M | 2.13% | 21 |
|
|
2020
Q3 | $18.8M | Buy |
+220,000
| New | +$18.8M | 4.21% | 11 |
|