Yahoo Finance·2026-01-14 16:50Company Overview - Davita (DVA) is a leading provider of dialysis services and is the 16th-largest holding of Berkshire Hathaway (BRK.B) [1] - The stock has reached its 23rd new 52-week low at $104.24, reflecting a 37% decline over the past year [1] Berkshire Hathaway's Investment - Berkshire first acquired 2.68 million shares of Davita in Q4 2011, peaking at 38.57 million shares by the end of Q4 2014 [2] - As of the latest sale on October 27, 2025, Berkshire sold 401,514 shares at an average price of $135.36, reducing its holdings to 31.76 million shares, which is 1.1% of its $315 billion equity portfolio [2] - Despite the sales, Berkshire still owns 45.0% of Davita [2] Financial Performance - Over the 14 years of ownership, Davita's revenue has grown by 98%, from $6.73 billion in 2011 to $13.32 billion for the 12 months ending September 30, 2025, representing a 5.0% compound annual growth rate (CAGR) [6] - EBITDA has increased by 86% during the same period, with a 4.5% CAGR [6] Stock Price Volatility - Davita's stock has experienced significant volatility, with a price of around $85 in June 2015, dropping to half that by May 2019, then nearly tripling over the next two years before losing almost half of those gains in the following 18 months [5]