Position in DVA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$21,802
+$17,960 QoQ
Shares Held
98
+292.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#528
of 624 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026LRI Investments, LLC holds $79,597 across 12 Medical Care Facilities names. DVA ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
84 | $32,750 | |
| 2 | DVA |
Davita Inc.
This page
|
98 | $21,802 | |
| 3 | ENSG |
Ensign Group, Inc
|
129 | $20,678 | |
| 4 | THC |
Tenet Healthcare Corp
|
7 | $1,309 | |
| 5 | UHS |
Universal Health Services Inc
|
7 | $1,040 | |
| 6 | EHC |
Encompass Health Corp
|
7 | $707 | |
| 7 | CHE |
Chemed Corp
|
1 | $465 | |
| 8 | FMS |
Fresenius Medical Care AG
|
17 | $384 |
All Filings in DVA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,802 | 98 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,842 | 25 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,840 | 25 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,321 | 25 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,561 | 25 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,824 | 25 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,738 | 25 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,098 | 25 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,464 | 25 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,451 | 25 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||