
What smart money is saying about DaVita
1 fund in our archive has pitched DaVita — most recently Moon Capital U.S. Equity Strategy in June 2026.
DaVita Inc. specializes in delivering essential kidney dialysis treatments and comprehensive renal care to individuals grappling with chronic kidney failure. The company primarily operates an extensive network of outpatient dialysis centers, supplementing this with services provided in hospital inpatient settings and within patients' homes. Beyond direct patient treatment, DaVita manages its own diagnostic laboratories, performing routine tests vital for dialysis patients, alongside other physician-ordered laboratory analyses specifically for those with end-stage renal disease (ESRD). The firm also offers administrative and management support to various other outpatient dialysis facilities. Its broad spectrum of offerings extends to chronic disease management programs, supporting a substantial patient cohort; by year-end 2021, this included 16,000 patients enrolled in risk-based integrated care models and an additional 7,000 in other integrated care arrangements. Further specialized services encompass vascular access interventions, clinical research initiatives, direct physician support, and a complete suite of holistic kidney care solutions. As of December 31, 2021, DaVita's footprint across the United States comprised 2,815 outpatient dialysis centers, collectively serving approximately 203,100 patients. Globally, the company operated 339 outpatient dialysis centers spread across ten countries outside the U.S., attending to roughly 39,900 patients. Moreover, it furnished acute inpatient dialysis services and related laboratory work in around 850 U.S. hospitals. Founded in 1994, DaVita Inc. maintains its headquarters in Denver, Colorado. The company rebranded to its current name in September 2016, having previously been known as DaVita HealthCare Partners Inc.
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Position history
Every position in DaVita on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 1 |
Fund activity · 1 position · 1 move
- June 2026
“And while we aren’t managing our stock portfolio to maximize relative three-month returns, if we are going to trail the S&P 500, we would prefer to do so in a quarter in which our stocks return 10%.5 Portfolio sale: DaVita (DVA) During the second quarter, we exited our position in the kidney dialysis services company DaVita.”
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Fund coverage · 1 thesis
- Moon Capital U.S. Equity StrategyJune 2026
DaVita is a kidney dialysis services company whose durable cash generation and buyback-driven per-share value creation were the original investment case.
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