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Gates Capital Management, Inc.

Position in DVA — Davita Inc.

CIK 1312908 New York, NY

Position in DVA

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$111,119,099
-$22,427,751 QoQ
Shares Held
723,008
-38.5% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
3.84%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DVA Over Time

Shares Held

Position Value (USD)

Derivatives in DVA

reported options exposure · as of Sep 30, 2020
CallValue
$0
CallShares
0
PutValue
$34,260,000
PutShares
400,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Medical Care Facilities

Healthcare · as of Mar 31, 2026

Gates Capital Management, Inc. holds $111,119,099 across 1 Medical Care Facilities name. DVA ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DVA
Davita Inc.
This page
723,008 $111,119,099

All Filings in DVA

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27 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $111,119,099 723,008
2025-12-31 $133,546,850 1,175,485
2025-09-30 $158,166,189 1,190,383
2025-06-30 $156,549,701 1,098,980
2025-03-31 $110,475,698 722,205
2024-12-31 $107,303,171 717,507
2024-09-30 $118,226,807 721,203
2024-06-30 $99,937,099 721,203
2024-03-31 $105,272,374 762,567
2023-12-31 $94,894,750 905,830
2023-09-30 $83,013,410 878,170
2023-06-30 $88,229,739 878,170
2023-03-31 $84,449,623 1,041,174
2022-12-31 $78,491,162 1,051,174
2022-09-30 $121,202,594 1,464,330
2022-06-30 $143,379,794 1,793,144
2022-03-31 $144,219,887 1,275,041
2021-12-31 $182,180,952 1,601,450
2021-09-30 $174,103,302 1,497,534
2021-06-30 $172,032,328 1,428,484
2021-03-31 $151,184,174 1,402,841
2020-12-31 $130,360,725 1,110,398
2020-09-30 $34,260,000 400,000
2020-09-30 $116,441,431 1,359,503
2020-06-30 $15,828,000 200,000
2020-06-30 $98,213,214 1,241,006
2020-03-31 $98,095,038 1,289,706