DVA (DAVITA INC) is held by 2 tracked superinvestors with an aggregate position value of $4.63B based on the most recent SEC 13F filings. Top institutional holders include: Warren Buffett, Ray Dalio.

How much DVA do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $4.63B in DVA positions worth 30,121,487 shares.

What is the largest holder of DVA?

The largest tracked holder of DVA is Warren Buffett (Berkshire Hathaway) with 30,100,585 shares worth $4.63B, representing 1.76% of their portfolio.

← Top Holdings

DVADAVITA INC

CUSIP: 23918K108

Guru Owners

$4.63B

Total Value Held

30.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Warren Buffett	Berkshire Hathaway	30100585	$4.63B	1.76%	$153.69	Q1 2026
Ray Dalio	Bridgewater Associates	20902	$3.2M	0.01%	$153.69	Q1 2026

Warren Buffett

$4.63B

1.76%

Ray Dalio

$3.2M

0.01%

📊 Fundamentals

Market Cap$15.0B

P/E Ratio22.6x

Near market avg

Forward P/E13.6x

P/FCF15.0x

EPS (TTM)$10.38

Revenue (TTM)$13.8B

Profit Margin5.65%

Beta0.88

52-Week Range

$101.00

$239.64

Current: $234.31

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 22.6x trailing earnings → 13.6x forward · 5.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $4.63B

REDUCEDWarren Buffett$4.63B

REDUCEDRay Dalio$3.2M

Q4 '252 owners · $3.61B

REDUCEDWarren Buffett$3.61B

INCREASEDRay Dalio$4.0M

Q3 '252 owners · $4.28B

REDUCEDWarren Buffett$4.27B

INCREASEDRay Dalio$3.6M

SOLDLee Ainslie

Q2 '253 owners · $4.83B

NEWWarren Buffett$4.81B

REDUCEDRay Dalio$16.0M

Q1 '252 owners · $35.4M

REDUCEDRay Dalio$34.9M

INCREASEDLee Ainslie$501K

SOLDWarren Buffett

SOLDJohn Rogers

Q4 '244 owners · $5.47B

REDUCEDRay Dalio$35.9M

REDUCEDJohn Rogers$35.2M

INCREASEDLee Ainslie$219K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

3%analyst est. 3.4%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

7.2%current: 7.2%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

DVA: Held by 2 superinvestors · 1 congress member trade

BUYRo KhannaD

$1,001 - $15,0002025-05-28