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.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Sciencast Management Qing Li | 0 | $0 | 0% | |
| 2. | Taproot Management David Lin And Jason Beverage | 0 | $0 | 0% |
| 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 |
|---|---|---|---|---|---|---|
| $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 | |
| $193.98 | 15,000 | $2,909,745.00 | 22,389 | 2026-05-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 186,227 | $41,431,783 | 0.68% | |
| 2. | 45,324 | $10,083,684 | 0.01% | |
| 3. | 44,783 | $9,963,322 | 0.01% | |
| 4. | 42,623 | $9,482,479 | 0.14% | |
| 5. | 40,223 | $8,948,814 | 0.33% |