White Elm Capital’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-736,502	Closed	-$41.9M	–	28
2013 Q3	$41.9M	Sell	736,502 -20,100	-3%	-$1.14M	4.06%	9
2013 Q2	$45.7M	Buy	+756,602	New	+$45.7M	5.68%	5