John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
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   Q3 0 0.00 Sell 100.00% 2.96 $62.76–78.77 · VW $68.93i SEC
2016   Q2 3,406,403 2.96 Reduce 25.26% 0.85 $72.31–78.00 · VW $75.52i $263,383,000 SEC
2016   Q1 4,557,487 3.36 Add 0.02% <0.01 $61.36–74.18 · VW $67.42i $334,428,000 SEC
2015   Q4 4,556,554 3.50 Add 2.59% 0.09 $67.34–78.94 · VW $72.87i $317,637,000 SEC
2015   Q3 4,441,563 3.82 Add 39.93% 1.09 $70.12–81.89 · VW $75.96i $321,258,000 SEC
2015   Q2 3,174,157 3.43 Add 16.61% 0.49 $79.31–85.17 · VW $81.93i $252,250,000 SEC
2015   Q1 2,721,918 3.28 Reduce 31.51% 1.36 $71.89–83.04 · VW $76.66i $221,237,000 SEC
2014   Q4 3,973,902 4.32 Reduce 17.50% 0.88 $71.50–78.52 · VW $75.67i $300,983,000 SEC
2014   Q3 4,816,642 5.04 Add 8.76% 0.41 $70.41–75.27 · VW $72.92i $352,289,000 SEC
2014   Q2 4,428,669 5.42 Add 24.93% 1.08 $66.60–73.61 · VW $69.74i $320,281,000 SEC
2014   Q1 3,544,846 3.78 Add 389.48% 3.01 $62.52–70.68 · VW $66.94i $244,063,000 SEC
2013   Q4 724,200 0.69 Buy 0.69 $52.75–63.74 · VW $58.90i $45,893,000 SEC
Price snapshot:
Current price$235.58
52-week low$101.00
52-week high$239.64