DaVita Inc.
MX ˙ BMV ˙ US23918K1088
SecurityMX:DVA / DaVita Inc.
InstitutionDenali Advisors Llc
Latest Disclosed Ownership5,641 shares
Latest Disclosed Value $ 866,965
Denali Advisors Llc reports 33.14% increase in ownership of DVA / DaVita Inc.

On May 8, 2026 - Denali Advisors Llc filed a 13F-HR form disclosing ownership of 5,641 shares of DaVita Inc. (MX:DVA) valued at $866,965 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 4,237 shares of DaVita Inc.. This represents a change in shares of 33.14% during the quarter.

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)
2026-05-08 2026-03-31 13F DAVITA COM 23918K108 5,641 1,404 33.14 867 80.04 0.0964
2026-02-03 2025-12-31 13F DAVITA COM 23918K108 4,237 4,237 481 0.0534
2024-08-09 2024-06-30 13F DaVita HealthCare Partners COM 23918K108 0 -205 -100.00 0 -100.00
2024-04-19 2024-03-31 13F DaVita HealthCare Partners COM 23918K108 205 0 0.00 28 33.33 0.0083
2024-01-19 2023-12-31 13F DaVita HealthCare Partners COM 23918K108 205 -1 -0.49 21 10.53 0.0066
2023-10-19 2023-09-30 13F DaVita HealthCare Partners COM 23918K108 206 -100 -32.68 19 -36.67 0.0068
2023-07-18 2023-06-30 13F DaVita HealthCare Partners COM 23918K108 306 0 0.00 31 25.00 0.0108
2023-04-21 2023-03-31 13F DaVita HealthCare Partners COM 23918K108 306 -2,107 -87.32 25 -86.67 0.0103
2023-02-09 2022-12-31 13F DaVita HealthCare Partners COM 23918K108 2,413 -1,000 -29.30 180 -36.17 0.0755
2022-10-25 2022-09-30 13F DaVita HealthCare Partners COM 23918K108 3,413 -487 -12.49 282 -9.62 0.1333
2022-07-20 2022-06-30 13F/A-1 DaVita HealthCare Partners COM 23918K108 3,900 2,100 116.67 312 52.94 0.1360
2022-07-18 2022-06-30 13F DaVita HealthCare Partners COM 23918K108 3,900 2,100 312 0.1365
2022-04-19 2022-03-31 13F DaVita HealthCare Partners COM 23918K108 1,800 200 12.50 204 12.09 0.0788
2022-01-21 2021-12-31 13F DaVita HealthCare Partners COM 23918K108 1,600 1,500 1,500.00 182 1,416.67 0.0681
2021-10-12 2021-09-30 13F DaVita HealthCare Partners COM 23918K108 100 0 0.00 12 0.00 0.0050
2021-08-20 2021-06-30 13F DaVita HealthCare Partners COM 23918K108 100 0 0.00 12 9.09 0.0046
2021-04-26 2021-03-31 13F DaVita HealthCare Partners COM 23918K108 100 -6,300 -98.44 11 -98.54 0.0034
2021-01-20 2020-12-31 13F DaVita HealthCare Partners COM 23918K108 6,400 6,400 751 0.1284
2020-10-15 2020-09-30 13F DaVita HealthCare Partners COM 23918K108 0 -10,000 -100.00 0 -100.00
2020-07-23 2020-06-30 13F DaVita HealthCare Partners COM 23918K108 10,000 -4,200 -29.58 791 -26.76 0.1532
2020-04-23 2020-03-31 13F DaVita HealthCare Partners COM 23918K108 14,200 -2,700 -15.98 1,080 -14.83 0.2347
2020-01-30 2019-12-31 13F DaVita HealthCare Partners COM 23918K108 16,900 -1,700 -9.14 1,268 19.40 0.1797
2019-10-09 2019-09-30 13F DaVita HealthCare Partners COM 23918K108 18,600 0 0.00 1,062 1.53 0.1485
2019-07-08 2019-06-30 13F DaVita HealthCare Partners COM 23918K108 18,600 12,700 215.25 1,046 226.88 0.1564
2019-04-12 2019-03-31 13F/A-1 DaVita HealthCare Partners COM 23918K108 5,900 0 0.00 320 5.26 0.0512
2019-04-09 2019-03-31 13F DaVita HealthCare Partners COM 23918K108 5,900 0 320
2019-01-14 2018-12-31 13F DaVita HealthCare Partners COM 23918K108 5,900 -3,800 -39.18 304 -56.26 0.0508
2018-10-06 2018-09-30 13F DaVita HealthCare Partners COM 23918K108 9,700 3,800 64.41 695 69.51 0.1021
2018-07-11 2018-06-30 13F DaVita HealthCare Partners COM 23918K108 5,900 5,900 410 0.0616
2017-07-14 2017-06-30 13F DaVita HealthCare Partners COM 23918K108 0 -4,100 -100.00 0 -100.00
2017-04-07 2017-03-31 13F DaVita HealthCare Partners COM 23918K108 4,100 0 0.00 279 6.08 0.0410
2017-01-10 2016-12-31 13F DaVita HealthCare Partners COM 23918K108 4,100 4,100 263 0.0457
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.