Position in DVA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$382,379
+$172,315 QoQ
Shares Held
2,488
+34.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.28135048231511256.ToString("F0")%
Shared 99.71864951768488.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $9,579,440 across 12 Medical Care Facilities names. DVA ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHE |
Chemed Corp
|
8,445 | $3,190,013 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
3,519 | $1,665,331 | |
| 3 | THC |
Tenet Healthcare Corp
|
4,286 | $808,811 | |
| 4 | ENSG |
Ensign Group, Inc
|
4,006 | $807,209 | |
| 5 | NHC |
National Healthcare Corp
|
3,496 | $558,311 | |
| 6 | FMS |
Fresenius Medical Care AG
|
22,921 | $517,097 | |
| 7 | PNTG |
Pennant Group, Inc.
|
15,914 | $485,058 | |
| 8 | DVA |
Davita Inc.
This page
|
2,488 | $382,379 |
All Filings in DVA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $382,379 | 2,488 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $210,064 | 1,849 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||