巴菲特2025年第三季度大幅减持达维塔的可能动机

Group 1 - DaVita (DVA) reduced its holdings by $217 million in Q3 [1][2] - The company has not increased its holdings since Q4 2014, but the stock has seen a slow increase over the past decade [1][2] - The motivation behind the reduction is the recent recovery in the healthcare sector, with Buffett opting to realize long-term gains [1][2]