Is DaVita Inc. (DVA) A Good Stock To Buy?
We came across a bullish thesis on DaVita Inc. on Roche Capital’s Substack by Pedro Ortiz. In this article, we will summarize the bulls’ thesis on DVA.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 1,158 | $177,973 | +276% | 0.2% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $71.14 | 5,000 | $355,675.00 | 15,000 | 2022-11-01 | Filing | |
| $77.70 | 20,000 | $1,554,000.00 | 61,190 | 2022-06-23 | Filing | |
| $83.55 | 1,000 | $83,550.00 | 5,500 | 2020-09-23 | Filing | |
| $82.55 | 1,500 | $123,823.50 | 4,500 | 2020-09-23 | Filing | |
| $84.60 | 3,000 | $253,814.40 | 3,000 | 2020-09-22 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $120.56 | 1,658,480 | $199,939,880.73 | 30,100,585 | 2026-01-29 | Filing | |
| $135.36 | 401,514 | $54,347,248.68 | 31,759,065 | 2025-10-27 | Filing | |
| $140.61 | 1,635,962 | $230,024,764.20 | 32,160,579 | 2025-07-31 | Filing | |
| $150.00 | 2,351 | $352,650.00 | 26,038 | 2025-07-23 | Filing | |
| $140.18 | 11,978 | $1,679,068.85 | 33,796,541 | 2025-05-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 241,328 | $37,089,700 | 0.68% | |
| 2. | 18,784 | $2,886,914 | 0.36% | |
| 3. | 16,627 | $2,555,404 | 0.25% | |
| 4. | 9,096 | $1,397,964 | 0.01% | |
| 5. | 7,502 | $1,152,982 | 0.02% |