Permian Investment Partners’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-668,400	Closed	-$44.1M	–	14
2018 Q1	$44.1M	Hold	668,400	–	–	6.01%	8
2017 Q4	$48.3M	Buy	+668,400	New	+$48.3M	5.95%	9
2014 Q1	–	Sell	-147,695	Closed	-$9.36M	–	10
2013 Q4	$9.36M	Buy	+147,695	New	+$9.36M	8.28%	5