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Mountain Lake Investment Management’s DaVita DVA Stock Holding History

Mountain Lake Investment 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
Q2 		$1.18M Sell
5,312
-1,841
-26% -$335K 0.74% 25
2026
Q1 		$1.1M Sell
7,153
-1,394
-16% -$189K 0.71% 23
2025
Q4 		$971K Buy
+8,547
New +$1.04M 0.74% 22

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

Mountain Lake Investment Management's DVA Position: Q2 2026 in Review

Mountain Lake Investment Management reduced its DaVita (DVA) stake by 26% in Q2 2026, selling an estimated $335K and leaving 5,312 shares worth $1.18M. The position accounts for 0.74% of the portfolio, ranked #25.

Mountain Lake Investment Management first reported a position in DVA in Q4 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Mountain Lake Investment Management held 5,312 shares of DaVita worth $1.18M as of Q2 2026.
  • Mountain Lake Investment Management sold 1,841 DaVita shares in Q2 2026, an estimated $335K.
  • DaVita made up 0.74% of Mountain Lake Investment Management's portfolio in Q2 2026, its #25 holding.
  • Mountain Lake Investment Management first reported a position in DaVita in Q4 2025 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Mountain Lake Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.