SEC 13F Intelligence

Speece Thorson Capital Group Inc / DVA

Speece Thorson Capital Group Inc’s Davita Inc Position

Does Speece Thorson Capital Group Inc own Davita Inc (DVA)? Not currently — the last reported position was 88.6K shares worth $10M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q4 2025
Shares
88.6K
% of Portfolio
+2.18%
Quarters Held
28
position exited

Position History DVA

Reported value by quarter
Q1 ’19: $16MQ1 ’19Q2 ’19: $16MQ3 ’19: $13MQ4 ’19: $14MQ1 ’20: $12MQ1 ’20Q2 ’20: $13MQ3 ’20: $14MQ4 ’20: $20MQ1 ’21: $18MQ1 ’21Q2 ’21: $20MQ3 ’21: $19MQ4 ’21: $21MQ1 ’22: $19MQ1 ’22Q2 ’22: $12MQ3 ’22: $13MQ4 ’22: $11MQ1 ’23: $12MQ1 ’23Q2 ’23: $15MQ3 ’23: $14MQ4 ’23: $13MQ1 ’24: $15MQ1 ’24Q2 ’24: $15MQ3 ’24: $17MQ4 ’24: $16MQ1 ’25: $14MQ1 ’25Q2 ’25: $13MQ3 ’25: $12MQ4 ’25: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202588.6K$10M+2.18%
Q3 202593.5K$12M+2.48%
Q2 202594.5K$13M+2.74%
Q1 202592.7K$14M+2.92%
Q4 2024105.4K$16M+3.11%
Q3 2024106.1K$17M+3.21%
Q2 2024106.4K$15M+3.01%
Q1 2024108.5K$15M+2.90%
Q4 2023128.8K$13M+2.77%
Q3 2023148.7K$14M+3.10%
Q2 2023148.9K$15M+3.06%
Q1 2023151.0K$12M+2.58%
Q4 2022152.1K$11M+2.44%
Q3 2022152.1K$13M+2.87%
Q2 2022147.3K$12M+2.78%
Q1 2022165.8K$19M+4.01%
Q4 2021186.8K$21M+4.06%
Q3 2021167.4K$19M+4.08%
Q2 2021167.6K$20M+4.22%
Q1 2021168.5K$18M+3.82%
Q4 2020169.4K$20M+4.73%
Q3 2020162.8K$14M+3.69%
Q2 2020162.0K$13M+3.70%
Q1 2020163.8K$12M+4.29%
Q4 2019187.3K$14M+3.64%
Q3 2019227.2K$13M+3.47%
Q2 2019290.5K$16M+4.35%
Q1 2019290.9K$16M+4.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of DVA.