SkyTop Capital Management’s DaVita DVA Stock Holding History

SkyTop Capital 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
2019 Q4	–	Sell	-115,000	Closed	-$6.56M	–	21
2019 Q3	$6.56M	Sell	115,000 -85,000	-43%	-$4.94M	5.15%	9
2019 Q2	$11.3M	Buy	+200,000	New	+$10.4M	9.58%	5

Other funds holding DVA

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 $5.72T AUM 30.48% 1-Year Est. Return

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SkyTop Capital Management's DVA Position: Q4 2019 in Review

SkyTop Capital Management sold out of DaVita (DVA) in Q4 2019, closing a stake of 115,000 shares — an estimated $6.56M sold.

SkyTop Capital Management first reported a position in DVA in Q2 2019 and held it in 2 quarters. The position peaked at $11.3M in Q2 2019. 452 funds tracked by Wall St. Rank hold DVA as of Q4 2019.

SkyTop Capital Management reported no remaining DaVita position as of Q4 2019 after selling out during the quarter.
SkyTop Capital Management sold 115,000 DaVita shares in Q4 2019, an estimated $6.56M.
SkyTop Capital Management first reported a position in DaVita in Q2 2019 and held it in 2 quarters.
SkyTop Capital Management's DaVita position peaked at $11.3M in Q2 2019.
452 funds tracked by Wall St. Rank held DaVita as of Q4 2019.

Based on SkyTop Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.