Position in DVA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$361,017
+$80,401 QoQ
Shares Held
2,349
-4.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Lido Advisors, LLC holds $8,512,282 across 8 Medical Care Facilities names. DVA ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
11,872 | $5,618,305 | |
| 2 | ENSG |
Ensign Group, Inc
|
3,746 | $754,818 | |
| 3 | ARDT |
Ardent Health, Inc.
|
70,000 | $599,200 | |
| 4 | ACHC |
Acadia Healthcare Company, Inc.
|
20,271 | $474,138 | |
| 5 | THC |
Tenet Healthcare Corp
|
2,263 | $427,050 | |
| 6 | DVA |
Davita Inc.
This page
|
2,349 | $361,017 | |
| 7 | UHS |
Universal Health Services Inc
|
1,367 | $244,651 | |
| 8 | PIII |
P3 Health Partners Inc.
|
10,748 | $33,103 |
All Filings in DVA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $361,017 | 2,349 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $280,616 | 2,470 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $322,076 | 2,424 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $336,466 | 2,362 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $428,926 | 2,804 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $406,475 | 2,718 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $304,254 | 1,856 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $248,594 | 1,794 | Shares | Defined | 2024-08-15 | |
| 2020-06-30 | $4,025,376 | 50,864 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,617,568 | 21,267 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||