Position in DVA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,075,676
+$830,847 QoQ
Shares Held
6,999
+224.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2.6860980140020003.ToString("F0")%
Shared 0.ToString("F0")%
None 97.313901985998.ToString("F0")%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026CWM, LLC holds $30,143,571 across 40 Medical Care Facilities names. DVA ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
56,761 | $10,711,368 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
16,272 | $7,700,561 | |
| 3 | UHS |
Universal Health Services Inc
|
13,526 | $2,420,748 | |
| 4 | CHE |
Chemed Corp
|
4,530 | $1,711,162 | |
| 5 | HCSG |
Healthcare Services Group Inc
|
68,024 | $1,261,845 | |
| 6 | DVA |
Davita Inc.
This page
|
6,999 | $1,075,676 | |
| 7 | NHC |
National Healthcare Corp
|
6,282 | $1,003,235 | |
| 8 | AMN |
Amn Healthcare Services Inc
|
43,536 | $798,450 |
All Filings in DVA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,075,676 | 6,999 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $244,829 | 2,155 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $191,997 | 1,445 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $216,239 | 1,518 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $236,185 | 1,544 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $286,089 | 1,913 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $304,254 | 1,856 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $266,747 | 1,925 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $287,558 | 2,083 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $161,016 | 1,537 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $106,157 | 1,123 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $101,474 | 1,010 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $67,321 | 830 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $34,796 | 466 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $84,342 | 1,019 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $47,656 | 596 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $48,863 | 432 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $19,339 | 170 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $4,335 | 36 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $3,879 | 36 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $4,226 | 36 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $3,083 | 36 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $2,849 | 36 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,738 | 36 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||