PDT Partners’s DaVita DVA Stock Holding History

PDT 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 Q3	–	Sell	-12,283	Closed	-$1.75M	–	614
2025 Q2	$1.75M	Sell	12,283 -22,252	-64%	-$3.15M	0.1%	327
2025 Q1	$5.28M	Buy	34,535 +11,455	+50%	+$1.8M	0.38%	60
2024 Q4	$3.45M	Sell	23,080 -3,807	-14%	-$597K	0.31%	107
2024 Q3	$4.41M	Buy	26,887 +5,506	+26%	+$813K	0.39%	40
2024 Q2	$2.96M	Buy	21,381 +14,498	+211%	+$2M	0.28%	113
2024 Q1	$950K	Buy	+6,883	New	+$826K	0.09%	346
2020 Q1	–	Sell	-7,800	Closed	-$585K	–	704
2019 Q4	$585K	Sell	7,800 -27,137	-78%	-$1.8M	0.04%	381
2019 Q3	$1.99M	Buy	+34,937	New	+$2.03M	0.12%	205
2015 Q4	–	Sell	-57,329	Closed	-$4.15M	–	543
2015 Q3	$4.15M	Buy	57,329 +23,490	+69%	+$1.82M	0.09%	264
2015 Q2	$2.69M	Buy	+33,839	New	+$2.78M	0.07%	331
2014 Q3	–	Sell	-26,879	Closed	-$1.94M	–	1375
2014 Q2	$1.94M	Sell	26,879 -158,719	-86%	-$11M	0.05%	447
2014 Q1	$12.8M	Buy	+185,598	New	+$12.3M	0.31%	86
2013 Q3	–	Sell	-97,322	Closed	-$5.88M	–	1547
2013 Q2	$5.88M	Buy	+97,322	New	+$6.08M	0.14%	167

Other funds holding DVA

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return