SEC 13F Intelligence

Rovin Capital /Ut/ /Adv / DVA

Rovin Capital /Ut/ /Adv’s Davita Inc Position

Does Rovin Capital /Ut/ /Adv own Davita Inc (DVA)? Yes120.6K shares worth $14M (+3.64% of its 13F portfolio) as of Q4 2025, down from 241.1K shares the prior filed quarter.

Position Value
$14M
Q4 2025
Shares
120.6K
% of Portfolio
+3.64%
Quarters Held
19
currently held

Position History DVA

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $5MQ3 ’20Q4 ’20: $5MQ1 ’21: $5MQ2 ’21: $5MQ2 ’21Q4 ’21: $6MQ2 ’22: $7MQ3 ’22: $7MQ3 ’22Q4 ’22: $7MQ1 ’23: $7MQ2 ’23: $16MQ2 ’23Q3 ’23: $15MQ1 ’24: $22MQ1 ’25: $18MQ1 ’25Q2 ’25: $17MQ3 ’25: $33MQ4 ’25: $14MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025120.6K$14M+3.64%
Q3 2025241.1K$33M+4.80%
Q2 2025120.6K$17M+5.20%
Q1 2025120.6K$18M+5.94%
Q1 2024158.5K$22M+8.97%
Q3 2023159.5K$15M+6.95%
Q2 2023159.5K$16M+7.17%
Q1 202390.5K$7M+3.50%
Q4 202290.5K$7M+3.36%
Q3 202290.5K$7M+4.29%
Q2 202290.5K$7M+4.86%
Q4 202152.2K$6M+2.85%
Q2 202143.4K$5M+3.90%
Q1 202143.3K$5M+4.03%
Q4 202043.3K$5M+4.00%
Q3 202053.6K$5M+4.33%
Q2 202052.7K$4M+4.23%
Q1 202050.8K$4M+4.19%
Q4 201950.8K$4M+3.30%

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