DaVita Inc. (NYSE:DVA): A Case of Limited Growth Potential
We came across a bearish thesis on DaVita Inc. (NYSE:DVA) on ValueInvestorsClub by Fenkell. In this article, we will summarize the bears’ thesis on DVA.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Arjuna Capital Farnum Brown And Adam Seitchik | 8,296 | $1,269,040 | 0.35% | |
2. | Leucadia National Ian Cumming And Joseph Steinberg | 4,510 | $689,895 | -98% | 0.01% |
3. | Bayforest Capital Theodoros Tsagaris | 3,259 | $252,859 | +332% | 0.21% |
4. | 0 | $0 | 0% | ||
5. | Kapitalo Investimentos Jo„O Carlos Pinho And Carlos Woelz | 0 | $0 | 0% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$71.14 | 5,000 | Director | 15,000 | 2022-11-01 | Filing | |
$77.70 | 20,000 | Officer | 61,190 | 2022-06-23 | Filing | |
$83.55 | 1,000 | Director | 5,500 | 2020-09-23 | Filing | |
$82.55 | 1,500 | Director | 4,500 | 2020-09-23 | Filing | |
$84.60 | 3,000 | Director | 3,000 | 2020-09-22 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$155.25 | 9,477 | 35,142,479 | 2025-02-19 | Filing | ||
$154.48 | 54,979 | 35,151,956 | 2025-02-19 | Filing | ||
$153.61 | 65,482 | 35,206,935 | 2025-02-19 | Filing | ||
$158.01 | 1,800 | 35,272,417 | 2025-02-18 | Filing | ||
$156.11 | 200 | 35,274,217 | 2025-02-18 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 5,054,064 | $773,120,171 | 0.01% | |
2. | 4,200,942 | $642,618,031 | 0.01% | |
3. | 468,721 | $71,700,251 | 0.01% | |
4. | 408,827 | $62,538,266 | 0.08% | |
5. | 376,294 | $57,561,759 | 0.01% |