Moon Capital Management Exited DaVita (DVA) with 174% total Return
Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter. A copy of the letter can be downloaded here.
Davita Inc. (DVA)
Market is closed
Sector: Healthcare
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Berkshire Hathaway Warren Buffett | 28,880,209 | $6,425,268,898 | -5% | 2.15% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 889,082 | $197,802,963 | -20% | 0.09% |
| 3. | Gates Capital Management Jeffrey Gates | 688,136 | $153,096,497 | -5% | 3.68% |
| 4. | D E Shaw D. E. Shaw | 640,827 | $142,571,191 | +27% | 0.07% |
| 5. | AQR Capital Management Cliff Asness | 587,758 | $128,131,338 | +44% | 0.04% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $199.55 | 182,980 | $36,513,293.04 | 28,697,229 | 2026-07-31 | Filing | |
| $209.17 | 6,455 | $1,350,172.99 | 109,194 | 2026-06-15 | Filing | |
| $207.84 | 8,950 | $1,860,203.80 | 115,649 | 2026-06-15 | Filing | |
| $209.28 | 39,407 | $8,247,018.15 | 840,408 | 2026-06-16 | Filing | |
| $209.50 | 30,000 | $6,285,090.00 | 879,815 | 2026-06-15 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,460,987 | $547,520,494 | 0.01% | |
| 2. | 2,101,425 | $467,525,034 | 0.01% | |
| 3. | 1,601,710 | $356,348,822 | 0.02% | |
| 4. | 1,377,914 | $306,558,307 | 0.01% | |
| 5. | 1,323,019 | $294,345,267 | 0.01% |
News See All
Is DaVita Inc. (DVA) A Good Stock To Buy Now?
Is DVA a good stock to buy? We came across a bullish thesis on DaVita Inc. on StockCompass’s Substack. In this article, we will summarize the bulls’ thesis on DVA.
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DaVita Inc. (NYSE:DVA) Q1 2026 Earnings Call Transcript
Operator: Good evening. My name is Michelle, and I will be your conference facilitator today. At this time, I would like to welcome everyone to the DaVita First Quarter 2026 Earnings Call.
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DaVita Inc. (NYSE:DVA) Q4 2025 Earnings Call Transcript
Operator: Good evening. My name is Michelle, and I will be your conference facilitator today. At this time, I would like to welcome everyone to the DaVita Fourth Quarter 2025 Earnings Call.
DaVita Inc. (DVA): A Bull Case Theory
We came across a bullish thesis on DaVita Inc. on Pedro's Substack by Pedro Ortiz. In this article, we will summarize the bulls’ thesis on DVA.
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