DaVita(US:DVA) Jin Rong Jie·2025-12-24 05:11Core Viewpoint - Warren Buffett's Berkshire Hathaway made significant adjustments to its investment portfolio in the third quarter of 2025, notably reducing its stake in kidney dialysis service provider DaVita by $217 million after holding the stock for over a decade [1] Group 1: Investment Adjustments - Berkshire Hathaway reduced its holdings in DaVita by $217 million during the third quarter of 2025 [1] - The last increase in Berkshire's stake in DaVita occurred in the fourth quarter of 2014, indicating a long-term investment strategy [1] - The stock price of DaVita has shown a slow upward trend over the ten-year holding period [1] Group 2: Market Context - The reduction in DaVita shares may be related to the recent performance of the healthcare sector, which has seen a rebound in valuations [1] - Alongside DaVita, Berkshire also reduced its positions in other major holdings, including Apple and Bank of America, during the same quarter [1] - The U.S. economy showed signs of acceleration, with a reported annualized GDP growth rate of 4.3% in the third quarter of 2025 [1]