DaVita Inc.
MX ˙ BMV ˙ US23918K1088
SecurityMX:DVA / DaVita Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership6,999 shares
Latest Disclosed Value $ 1,075,676
Cwm, Llc reports 224.78% increase in ownership of DVA / DaVita Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 6,999 shares of DaVita Inc. (MX:DVA) valued at $1,075,676 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,155 shares of DaVita Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F DAVITA COM 23918K108 6,999 4,844 224.78 1,076 0.0028
2026-01-26 2025-12-31 13F DAVITA COM 23918K108 2,155 710 49.13 0 0.0007
2025-10-15 2025-09-30 13F DAVITA COM 23918K108 1,445 -73 -4.81 0 0.0006
2025-07-25 2025-06-30 13F DAVITA COM 23918K108 1,518 -26 -1.68 0 0.0008
2025-05-01 2025-03-31 13F DAVITA COM 23918K108 1,544 -369 -19.29 0 0.0009
2025-02-04 2024-12-31 13F DAVITA COM 23918K108 1,913 57 3.07 0 0.0012
2024-10-08 2024-09-30 13F DAVITA COM 23918K108 1,856 -69 -3.58 0 0.0013
2024-07-10 2024-06-30 13F DAVITA COM 23918K108 1,925 -158 -7.59 0 0.0013
2024-04-05 2024-03-31 13F DAVITA COM 23918K108 2,083 546 35.52 0 0.0014
2024-02-01 2023-12-31 13F DAVITA COM 23918K108 1,537 414 36.87 0 0.0009
2023-10-11 2023-09-30 13F DAVITA COM 23918K108 1,123 113 11.19 0 0.0006
2023-08-03 2023-06-30 13F DAVITA COM 23918K108 1,010 180 21.69 0 0.0006
2023-05-01 2023-03-31 13F DAVITA COM 23918K108 830 364 78.11 0 0.0005
2023-02-01 2022-12-31 13F DAVITA COM 23918K108 466 -553 -54.27 0 -100.00 0.0003
2022-10-27 2022-09-30 13F DAVITA COM 23918K108 1,019 423 70.97 84 75.00 0.0007
2022-07-28 2022-06-30 13F DAVITA COM 23918K108 596 164 37.96 48 -2.04 0.0004
2022-04-21 2022-03-31 13F DAVITA COM 23918K108 432 262 154.12 49 157.89 0.0003
2022-01-31 2021-12-31 13F DAVITA COM 23918K108 170 134 372.22 19 375.00 0.0001
2021-09-15 2021-06-30 13F/A-1 DAVITA COM 23918K108 36 0 0.00 4 0.00 0.0000
2021-07-29 2021-06-30 13F DAVITA COM 23918K108 36 0 4 0.0000
2021-09-15 2021-03-31 13F/A-1 DAVITA COM 23918K108 36 0 0.00 4 0.00 0.0000
2021-04-27 2021-03-31 13F DAVITA COM 23918K108 26 -10 3 0.0000
2021-09-15 2020-12-31 13F/A-1 DAVITA COM 23918K108 36 0 0.00 4 0.00 0.0000
2021-01-27 2020-12-31 13F DAVITA COM 23918K108 92 56 11 0.0001
2021-09-15 2020-09-30 13F/A-1 DAVITA COM 23918K108 36 0 0.00 4 0.00 0.0000
2020-10-19 2020-09-30 13F DAVITA COM 23918K108 230 194 20 0.0002
2021-09-15 2020-06-30 13F/A-1 DAVITA COM 23918K108 36 0 0.00 4 0.00 0.0000
2020-07-22 2020-06-30 13F DAVITA COM 23918K108 65 29 5 0.0001
2021-09-15 2020-03-31 13F/A-1 DAVITA COM 23918K108 36 0 0.00 4 0.00 0.0000
2020-04-28 2020-03-31 13F DAVITA COM 23918K108 9 -27 1 0.0000
2021-09-14 2019-12-31 13F/A-1 DAVITA COM 23918K108 36 0 0.00 4 0.00 0.0000
2020-01-27 2019-12-31 13F DAVITA COM 23918K108 9 -27 1 0.0000
2021-09-14 2019-09-30 13F/A-1 DAVITA COM 23918K108 36 0 0.00 4 0.00 0.0000
2019-10-22 2019-09-30 13F DAVITA COM 23918K108 9 -27 1 0.0000
2021-09-14 2019-06-30 13F/A-1 DAVITA COM 23918K108 36 0 0.00 4 0.00 0.0000
2019-07-31 2019-06-30 13F DAVITA COM 23918K108 38 2 2 0.0000
2021-09-02 2019-03-31 13F/A-1 DAVITA COM 23918K108 36 9 33.33 4 300.00 0.0000
2019-04-22 2019-03-31 13F DAVITA COM 23918K108 9 -18 0
2019-01-25 2018-12-31 13F DAVITA COM 23918K108 27 27 1 0.0000
2018-01-16 2017-12-31 13F DAVITA COM 23918K108 0 -30 -100.00 0 -100.00
2017-10-16 2017-09-30 13F DAVITA COM 23918K108 30 15 100.00 2 100.00 0.0001
2017-07-17 2017-06-30 13F DAVITA COM 23918K108 15 15 1 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.