Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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
2018   Q1 0 0.00 Sell 100.00% <0.01 $64.62–80.71 · VW $72.29i SEC
2017   Q4 4,870 <0.01 Reduce 50.00% <0.01 $52.51–72.93 · VW $61.75i $352,000 SEC
2017   Q3 9,740 0.01 $59.34 $578,000 SEC
2017   Q2 9,740 0.01 Add 24.23% <0.01 $61.48–70.16 · VW $66.14i $631,000 SEC
2017   Q1 7,840 0.01 Add 14.79% <0.01 $62.24–70.14 · VW $66.58i $533,000 SEC
2016   Q4 6,830 0.01 Buy 0.01 $54.50–67.44 · VW $61.69i $438,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.01 $71.50–78.52 · VW $75.67i SEC
2014   Q3 6,790 0.01 Reduce 0.29% $70.41–75.27 · VW $72.92i $497,000 SEC
2014   Q2 6,810 0.01 Reduce 14.77% <0.01 $66.60–73.61 · VW $69.74i $492,000 SEC
2014   Q1 7,990 0.01 Reduce 8.27% <0.01 $62.52–70.68 · VW $66.94i $550,000 SEC
2013   Q4 8,710 0.01 Buy 0.01 $52.75–63.74 · VW $58.90i $552,000 SEC
2012   Q2 0 0.00 Sell 100.00% <0.01 $38.90–49.10 · VW $43.37i SEC
2012   Q1 5,160 <0.01 Reduce 62.28% <0.01 $38.30–45.21 · VW $42.69i $232,000 SEC
2011   Q4 13,680 <0.01 Add 73.60% <0.01 $29.57–39.07 · VW $35.40i $518,000 SEC
2011   Q3 7,880 <0.01 Buy <0.01 $29.81–44.88 · VW $36.52i $246,000 SEC
Price snapshot:
Current price$235.58
52-week low$101.00
52-week high$239.64