SENTRY INVESTMENT MANAGEMENT LLC DVA — DAVITA HEALTHCARE PARTNERS INC

Ownership history in SENTRY INVESTMENT MANAGEMENT LLC  ·  51 quarters on record

AI Ownership Summary

SENTRY INVESTMENT MANAGEMENT LLC reported DAVITA HEALTHCARE PARTNERS INC (DVA) in 51 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows DVA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SENTRY INVESTMENT MANAGEMENT LLC's position in DAVITA HEALTHCARE PARTNERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DVA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DVA stock page SENTRY INVESTMENT MANAGEMENT LLC fund profile SENTRY INVESTMENT MANAGEMENT LLC full holdings
How SENTRY INVESTMENT MANAGEMENT LLC held DVA — position size vs. price
% of Fund (quarterly)    DVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 115 — 0% 0.01% $13K 2026-02-04 $142.06
2025 Q3 REDUCED 25.8% -14.6% ✅ 115 -40 -25.8% 0.01% $15K 2025-11-05 $121.16
2025 Q2 UNCHANGED — — — 155 — 0% 0.01% $22K 2025-07-29 $145.98
2025 Q1 REDUCED 19.7% -6.9% ✅ 155 -38 -19.7% 0.02% $23K 2025-04-09 $152.86
2024 Q4 REDUCED 13.8% +2.3% ❌ 193 -31 -13.8% 0.01% $29K 2025-02-04 $177.35
2024 Q3 UNCHANGED — — — 224 — 0% 0.02% $37K 2024-10-30 $141.22
2024 Q2 REDUCED 17.0% +18.3% ❌ 224 -46 -17.0% 0.01% $31K 2024-08-07 $133.98
2024 Q1 UNCHANGED — — — 270 — 0% 0.01% $37K 2024-05-09 $137.94
2023 Q4 REDUCED 9.7% +31.6% ❌ 270 -29 -9.7% 0.01% $28K 2024-01-30 $107.52
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DVA

As of 2026 Q1 — sorted by position size

Doma Perpetual Capital Management LLC 13.04% Gates Capital Management, Inc. 3Y 7Y 3.04% BERKSHIRE HATHAWAY INC 3Y 7Y 1.76% Inlet Private Wealth, LLC 3Y 7Y 1.59% Urban Wealth Management, LLC 1.59% Te Ahumairangi Investment Management Ltd 3Y 1.53% Stolper Co 3Y 1.45% Promethos Capital, LLC 1.2% Ranmore Fund Management Ltd 1.02% Fund 1 Investments, LLC 3Y 0.96%

FAQ About SENTRY INVESTMENT MANAGEMENT LLC and DVA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SENTRY INVESTMENT MANAGEMENT LLC reported owning DVA?

SENTRY INVESTMENT MANAGEMENT LLC reported DVA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DVA position in SENTRY INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for DVA was 0.02% in 2025 Q1.

What is the latest reported DVA position on this page?

The most recent filing on this page is 2025 Q4, when SENTRY INVESTMENT MANAGEMENT LLC reported 115 shares, equal to 0.01% of portfolio, with an estimated market value of $13K.

What does the chart on this DVA ownership page compare?

The chart compares SENTRY INVESTMENT MANAGEMENT LLC's quarterly DVA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SENTRY INVESTMENT MANAGEMENT LLC time their DVA position?

Based on 13F filing dates vs. subsequent DVA price moves, SENTRY INVESTMENT MANAGEMENT LLC correctly timed 17 out of 32 reported position changes (53%). The annualised alpha on DVA relative to SPY over the holding period was -5.5%.

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