Watershed Asset Management, L.L.C.

Position in DVA — Davita Inc.

CIK 1315926 San Francisco, CA

Position in DVA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$576,223

+$114,692 QoQ

Shares Held

2,590

-13.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#310

of 624 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Watershed Asset Management, L.L.C. holds $2,117,229 across 4 Medical Care Facilities names. DVA ranks #1 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVA	Davita Inc. This page	2,590	$576,223
2	CON	Concentra Group Holdings Parent, Inc.	17,285	$514,228
3	THC	Tenet Healthcare Corp	2,748	$514,095
4	UHS	Universal Health Services Inc	3,448	$512,683

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$576,223	2,590	-13.8%	Shares	Sole	2026-08-14
2026-03-31	$461,531	3,003	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.