Joel Greenblatt's DVA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 145,287 shares of DaVita Inc. (DVA) worth $16.51 M, representing 0.06% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in DVA, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2016, adding 395,022 shares. Largest reduction occurred in Q2 2016, reducing 513,100 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's DaVita (DVA) Holding Value Over Time
Track share changes against reported price movement
Quarterly DaVita (DVA) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +86,108 | Add 145.50% | 145,287 | $113.61 |
| Q3 2025 | -26,152 | Reduce 30.65% | 59,179 | $132.87 |
| Q2 2025 | -20,448 | Reduce 19.33% | 85,331 | $142.45 |
| Q1 2025 | -25,566 | Reduce 19.46% | 105,779 | $152.97 |
| Q4 2024 | +45,859 | Add 53.65% | 131,345 | $149.55 |
| Q3 2024 | +23,339 | Add 37.55% | 85,486 | $163.93 |
| Q2 2024 | -42,668 | Reduce 40.71% | 62,147 | $138.57 |
| Q1 2024 | +16,749 | Add 19.02% | 104,815 | $138.05 |
| Q4 2023 | -3,129 | Reduce 3.43% | 88,066 | $104.76 |
| Q3 2023 | +18,430 | Add 25.33% | 91,195 | $94.53 |
| Q2 2023 | +29,554 | Add 68.39% | 72,765 | $100.47 |
| Q1 2023 | +14,793 | Add 52.06% | 43,211 | $81.11 |
| Q4 2022 | +448 | Add 1.60% | 28,418 | $74.67 |
| Q3 2022 | -8,279 | Reduce 22.84% | 27,970 | $82.77 |
| Q2 2022 | +8,559 | Add 30.91% | 36,249 | $79.95 |
| Q1 2022 | +14,466 | Add 109.39% | 27,690 | $113.11 |
| Q4 2021 | +9,445 | Add 249.93% | 13,224 | $113.73 |
| Q3 2021 | +1,513 | Add 66.77% | 3,779 | $116.17 |
| Q2 2021 | -16,133 | Reduce 87.68% | 2,266 | $120.48 |
| Q1 2021 | -43,988 | Reduce 70.51% | 18,399 | $107.78 |
| Q4 2020 | -69,920 | Reduce 52.85% | 62,387 | $117.40 |
| Q3 2020 | -78,920 | Reduce 37.36% | 132,307 | $85.65 |
| Q2 2020 | -9,494 | Reduce 4.30% | 211,227 | $79.14 |
| Q1 2020 | -57,990 | Reduce 20.81% | 220,721 | $76.06 |
| Q4 2019 | +49,387 | Add 21.54% | 278,711 | $75.03 |
| Q3 2019 | +229,324 | New Buy | 229,324 | $57.07 |
| Q2 2019 | -18,669 | Sold Out | 0 | $0.00 |
| Q1 2019 | -111,878 | Reduce 85.70% | 18,669 | $54.31 |
| Q4 2018 | -53,809 | Reduce 29.19% | 130,547 | $51.46 |
| Q3 2018 | +184,356 | New Buy | 184,356 | $71.63 |
| Q1 2018 | -90,175 | Sold Out | 0 | $0.00 |
| Q4 2017 | +90,175 | New Buy | 90,175 | $72.25 |
| Q3 2017 | -36,084 | Sold Out | 0 | $0.00 |
| Q2 2017 | -321,124 | Reduce 89.90% | 36,084 | $64.77 |
| Q1 2017 | -83,409 | Reduce 18.93% | 357,208 | $67.97 |
| Q4 2016 | +395,022 | Add 866.37% | 440,617 | $64.20 |
| Q3 2016 | +45,595 | New Buy | 45,595 | $66.06 |
| Q2 2016 | -513,100 | Sold Out | 0 | $0.00 |
| Q1 2016 | +210,598 | Add 69.62% | 513,100 | $73.38 |
| Q4 2015 | +254,121 | Add 525.25% | 302,502 | $69.71 |
| Q3 2015 | +48,381 | New Buy | 48,381 | $72.32 |
| Q1 2015 | -352,562 | Sold Out | 0 | $0.00 |
| Q4 2014 | +248,942 | Add 240.25% | 352,562 | $75.74 |
| Q3 2014 | -7,145 | Reduce 6.45% | 103,620 | $73.14 |
| Q2 2014 | -106,450 | Reduce 49.01% | 110,765 | $72.32 |
| Q1 2014 | -4,560 | Reduce 2.06% | 217,215 | $68.85 |
| Q4 2013 | +139,968 | Add 171.10% | 221,775 | $63.37 |
| Q3 2013 | +71,163 | Add 668.57% | 81,807 | $56.90 |
| Q2 2013 | +10,646 | Add 0.00% | 10,644 | $60.41 |
Joel Greenblatt's DaVita Investment FAQs
Joel Greenblatt first purchased DaVita Inc. (DVA) in Q2 2013, acquiring 10,644 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held DaVita Inc. (DVA) for 49 quarters since Q2 2013.
Joel Greenblatt's largest addition to DaVita Inc. (DVA) was in Q4 2016, adding 440,617 shares worth $28.29 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 145,287 shares of DaVita Inc. (DVA), valued at approximately $16.51 M.
As of the Q4 2025 filing, DaVita Inc. (DVA) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in DaVita Inc. (DVA) was 513,100 shares, as reported at the end of Q1 2016.