Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  DaVita Inc. (DVA)
← All DVA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q4 0 0.00 Sell 100.00% 7.02 $54.50–67.44 · VW $61.69i SEC
2016   Q3 674,300 7.02 Reduce 5.77% 0.57 $62.76–78.77 · VW $68.93i $44,551,000 SEC
2016   Q2 715,600 9.94 Reduce 15.81% 1.78 $72.31–78.00 · VW $75.52i $55,330,000 SEC
2016   Q1 850,000 11.26 Reduce 15.00% 2.16 $61.36–74.18 · VW $67.42i $62,373,000 SEC
2015   Q4 1,000,000 14.42 Add 33.33% 3.61 $67.34–78.94 · VW $72.87i $69,710,000 SEC
2015   Q3 750,000 11.48 Add 36.36% 3.06 $70.12–81.89 · VW $75.96i $54,248,000 SEC
2015   Q2 550,000 11.16 $79.47 $43,709,000 SEC
2015   Q1 550,000 12.71 $81.28 $44,704,000 SEC
2014   Q4 550,000 14.81 $75.74 $41,657,000 SEC
2014   Q3 550,000 18.65 Buy 18.65 $70.41–75.27 · VW $72.92i $40,227,000 SEC
Price snapshot:
Current price$235.58
52-week low$101.00
52-week high$239.64