Joel Greenblatt's DVA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 59.2K shares of DaVita Inc. (DVA) worth $7.86 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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 395.0K shares. Largest reduction occurred in Q3 2016, reducing 467.5K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +10,646 | Add 0.00% | 10,644 | $60.41 |
| Q3 2013 | +71,163 | Add 668.57% | 81,807 | $56.90 |
| Q4 2013 | +139,968 | Add 171.10% | 221,775 | $63.37 |
| Q1 2014 | -4,560 | Reduce 2.06% | 217,215 | $68.85 |
| Q2 2014 | -106,450 | Reduce 49.01% | 110,765 | $72.32 |
| Q3 2014 | -7,145 | Reduce 6.45% | 103,620 | $73.14 |
| Q4 2014 | +248,942 | Add 240.25% | 352,562 | $75.74 |
| Q1 2015 | -352,562 | Sold Out | 352,562 | $0.00 |
| Q3 2015 | +48,381 | New Buy | 48,381 | $72.32 |
| Q4 2015 | +254,121 | Add 525.25% | 302,502 | $69.71 |
| Q1 2016 | +210,598 | Add 69.62% | 513,100 | $73.38 |
| Q2 2016 | -513,100 | Sold Out | 513,100 | $0.00 |
| Q3 2016 | +45,595 | New Buy | 45,595 | $66.06 |
| Q4 2016 | +395,022 | Add 866.37% | 440,617 | $64.20 |
| Q1 2017 | -83,409 | Reduce 18.93% | 357,208 | $67.97 |
| Q2 2017 | -321,124 | Reduce 89.90% | 36,084 | $64.77 |
| Q3 2017 | -36,084 | Sold Out | 36,084 | $0.00 |
| Q4 2017 | +90,175 | New Buy | 90,175 | $72.25 |
| Q1 2018 | -90,175 | Sold Out | 90,175 | $0.00 |
| Q3 2018 | +184,356 | New Buy | 184,356 | $71.63 |
| Q4 2018 | -53,809 | Reduce 29.19% | 130,547 | $51.46 |
| Q1 2019 | -111,878 | Reduce 85.70% | 18,669 | $54.31 |
| Q2 2019 | -18,669 | Sold Out | 18,669 | $0.00 |
| Q3 2019 | +229,324 | New Buy | 229,324 | $57.07 |
| Q4 2019 | +49,387 | Add 21.54% | 278,711 | $75.03 |
| Q1 2020 | -57,990 | Reduce 20.81% | 220,721 | $76.06 |
| Q2 2020 | -9,494 | Reduce 4.30% | 211,227 | $79.14 |
| Q3 2020 | -78,920 | Reduce 37.36% | 132,307 | $85.65 |
| Q4 2020 | -69,920 | Reduce 52.85% | 62,387 | $117.40 |
| Q1 2021 | -43,988 | Reduce 70.51% | 18,399 | $107.78 |
| Q2 2021 | -16,133 | Reduce 87.68% | 2,266 | $120.48 |
| Q3 2021 | +1,513 | Add 66.77% | 3,779 | $116.17 |
| Q4 2021 | +9,445 | Add 249.93% | 13,224 | $113.73 |
| Q1 2022 | +14,466 | Add 109.39% | 27,690 | $113.11 |
| Q2 2022 | +8,559 | Add 30.91% | 36,249 | $79.95 |
| Q3 2022 | -8,279 | Reduce 22.84% | 27,970 | $82.77 |
| Q4 2022 | +448 | Add 1.60% | 28,418 | $74.67 |
| Q1 2023 | +14,793 | Add 52.06% | 43,211 | $81.11 |
| Q2 2023 | +29,554 | Add 68.39% | 72,765 | $100.47 |
| Q3 2023 | +18,430 | Add 25.33% | 91,195 | $94.53 |
| Q4 2023 | -3,129 | Reduce 3.43% | 88,066 | $104.76 |
| Q1 2024 | +16,749 | Add 19.02% | 104,815 | $138.05 |
| Q2 2024 | -42,668 | Reduce 40.71% | 62,147 | $138.57 |
| Q3 2024 | +23,339 | Add 37.55% | 85,486 | $163.93 |
| Q4 2024 | +45,859 | Add 53.65% | 131,345 | $149.55 |
| Q1 2025 | -25,566 | Reduce 19.46% | 105,779 | $152.97 |
| Q2 2025 | -20,448 | Reduce 19.33% | 85,331 | $142.45 |
| Q3 2025 | -26,152 | Reduce 30.65% | 59,179 | $132.87 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to DaVita Inc. (DVA) was in Q4 2016, adding 440,617 shares worth $28.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 59,179 shares of DaVita Inc. (DVA), valued at approximately $7.86 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, DaVita Inc. (DVA) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in DaVita Inc. (DVA) was 513,100 shares, as reported at the end of Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.