DVA

Davita Inc

2 super-investor ownerscombined $4.74Blargest position 1.8%

2 super-investors hold DVA worth a combined $4.74B. The largest position: Warren Buffett at 1.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 27 — ranked #488 of 724 scored stocks.

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Why super-investors own DVA

Berkshire Hathaway's Warren Buffett is the overwhelming story here, holding $4.6B in DVA — roughly 99% of the cohort's combined $4.7B exposure — at 1.8% of his portfolio, making it a meaningful if not dominant Berkshire position. Joel Greenblatt holds a much smaller $111M slice at 0.1% of his portfolio. The ownership count has been locked at either one or two managers for the past eight consecutive quarters with zero additions, exits, or sizing changes in 2026Q1, signaling a static, stable holding rather than an active thesis in motion. Broader cohort interest remains minimal, and there is no evidence of rising appetite from other super-investors.

AI-synthesized from 13F filings. Not investment advice.