Hathaway Inc Berkshire

Berkshire Hathaway divests ~4% of DVA stake in massive $183M sale; stock near highs on strong fundamentals

Berkshire Hathaway, DVA's largest shareholder, sold over 1.2 million shares in a single transaction, reducing its position by approximately 4%. The stock is trading just below its recent highs while maintaining strong fundamentals—the company is profitable with solid revenue growth and trades at a reasonable valuation multiple. This sale is a portfolio management decision by a major institutional holder rather than a reflection of insider concern; large funds periodically trim positions to rebalance allocations or lock in gains, especially when holdings approach weighting thresholds. The timing, with the stock posting strong momentum and fundamentals intact, is consistent with disciplined rebalancing rather than distress or loss of confidence in the business.

Berkshire Hathaway sold 1,658,480 DVA shares at $120.56 (total $199.9M); stock down -37.3% from 52-week high, stake trimmed to 30.10M shares.

Berkshire Hathaway divested 1,658,480 shares of DaVita (DVA) for $199,939,880.73 on 2026-01-29, reducing its stake by 5.2% to 30.10M shares. This sale follows a pattern: all 5 of Berkshire's prior DVA sells were well-timed at the 90-day mark, with the most recent sale on 2025-10-27 showing a -20.1% 90-day return after execution. DVA stock has declined 37.3% from its 52-week high of $177.35 and trades at $111.19 today, 7.8% below the transaction price. The company has modest fundamentals—a P/E of 10.17 and recent quarterly net income of $150.3M on $3.4B revenue—leaving limited margin for sentiment shifts. Berkshire's cross-ticker sell track record shows a 100% well-timed rate (7 prior sells averaging -7.1% 90-day return), suggesting disciplined execution, though this particular sale occurs amid deteriorating price momentum across a 90-day span of -7.3%.

Berkshire Hathaway sells 401,514 DVA shares at $135.36; stock down -28.6% from 52-week high, prior DVA sells mostly well-timed

Berkshire Hathaway's sale of 401,514 shares (reducing holdings from 32.16M to 31.76M shares) comes as DaVita trades 28.6% below its 52-week high of $177.35 and down 3.1% over 30 days. DVA's fundamentals show modest growth (5.6% annual revenue growth) with a P/E of 11.58, suggesting limited downside from valuation compression. However, Berkshire's own historical track record at DVA is noteworthy: across 5 prior trades at this ticker, 4 of 5 prior sells demonstrated 90-day well-timing rates, with the most recent sale on 2025-07-31 followed by a -10.0% decline. This pattern of well-timed exits suggests the insider may be identifying deteriorating conditions before they become apparent to broader markets. The current sale during a significant drawdown from peak, coupled with this history of prescient exits at DVA, warrants monitoring of the healthcare services sector dynamics and DaVita's operational trajectory.

Berkshire Hathaway buys 5,030,425 shares of SIRI for $106,454,379.46 at blended avg $21.16 across 4 transactions, raising stake to 124.81M shares.

Berkshire Hathaway completed 4 separate purchases totaling 5,030,425 shares for $106,454,379.46, increasing its holdings by approximately 4.2%. The stock is currently trading at $21.62, down 38.0% from its 52-week high of $34.90 and down 11.0% over the past 30 days. Berkshire's cross-ticker selling track record shows a 90-day well-timed rate of 100.00%, indicating its prior open-market sales have been consistently followed by stock declines. SIRI itself faces headwinds: the company posted annual revenue decline of -2.8% and was unprofitable over its most recent full fiscal year, despite latest-quarter revenue of $2.1B and net income of $205.0M. This substantial accumulation at depressed valuations by one of the market's most scrutinized investors occurs against material operational challenges and significant share-price weakness.

Berkshire Hathaway reduces DVA stake by 1,635,962 shares ($230.0M) in July; stock down 21.3% from 52-week high.

Berkshire Hathaway sold 1,635,962 shares of DaVita on 2025-07-31 at $140.61, reducing its 10% ownership by 4.8% to 32,160,579 shares remaining. The sale occurred when DVA was trading 21.3% below its 52-week high of $177.35, suggesting the sale was not executed at peak valuation. DaVita's fundamentals show stable operations (P/E of 12.25, $3.2B in quarterly revenue, +5.6% annual growth) and the insider's cross-ticker track record demonstrates a 100.00% well-timed rate on 16 prior sales with an average 90-day return of -6.2%, indicating disciplined exit execution. However, at the same-ticker level, prior sales at DVA from May 2025 show mixed near-term performance (30-day range of -0.9% to +1.8%) with no 90-day measurable outcomes yet, leaving the full implication of this larger July sale unclear until comparable data accrues.

Berkshire Hathaway sold 4,300,000 VRSN shares for $1.2B; stock down 13.3% from 52-week high and 5.9% in 30 days.

Berkshire Hathaway reduced its VRSN stake by 4,300,000 shares (32.4% of holdings) on 2025-07-30, selling at $282.15 per share for $1,213,245,000.00 total. The sale occurs as VRSN is trading 13.3% below its 52-week high of $305.98 and has declined 5.9% over the past 30 days and 6.6% over 90 days, suggesting the sale happened into a period of recent weakness. Across Berkshire's broader open-market trading history, the track record shows 17 prior sells with a 90-day well-timed rate of 100.00%, indicating a pattern of selling that has been consistently followed by further declines. This large reduction in conviction—from 13,289,880 shares to 8,989,880 shares—merits investor attention to any material developments in Verisign's business trajectory or competitive positioning that may have prompted the substantial divestiture.

Berkshire Hathaway sold 200,000 DVA shares for $27.8M; 10% holder now holds 33.80M shares.

Berkshire Hathaway executed 8 separate sales totaling 200,000 shares for $27,769,398.67 across May 22–27, 2025, at a blended average price of $138.85, reducing its DVA stake from 34.00M to 33.80M shares (-0.6% of pre-transaction holdings). The sale volume is material in absolute terms ($27.8M), and the timing follows a consistent pattern: four measurable prior DVA sales in February 2025 all posted negative 90-day returns (-3.6% to -7.1%), establishing a 100% well-timed rate at this ticker. The current price of $139.89 sits -21.1% below the 52-week high and only +0.2% over the past 30 days, suggesting the stock has not recovered substantially since these May sales. Berkshire's cross-ticker track record shows a 100% well-timed sell rate across 20 prior open-market sales with an average 90-day return of -7.0%, indicating a consistent pattern of selling ahead of weakness. This filing signals continued opportunistic liquidation of DVA shares rather than a fundamental repricing of the position.

Berkshire Hathaway sells 1,145,938 DVA shares for $168.6M; stock down 18.6% from 52-week high, continues recent decline (-7.1% in 30 days, -16.9% in 90 days).

Berkshire Hathaway sold 1,145,938 shares of DaVita at $147.11 on 2025-05-08, reducing its stake from 35,142,479 to 33,996,541 shares (a -3.3% reduction) for $168,576,647.30. The sale occurs as DaVita trades at $144.43 currently, down -18.6% from its 52-week high of $177.35 and experiencing accelerating weakness: -7.1% over the past 30 days and -16.9% over 90 days. This sale follows a pattern of five prior DVA sales Berkshire initiated in mid-February 2025, all of which posted negative 30-day returns ranging from -3.6% to -4.6%, consistent with subsequent declines in the stock. Against DaVita's modest fundamentals—a P/E of 12.68, annual revenue growth of +5.6%, and net income of $162,917,000.00—the sustained selling pressure coupled with share-price deterioration suggests Berkshire is exiting an investment that has deteriorated since initial divestiture decisions were made.

Berkshire Hathaway sold 750,000 DVA shares across 18 transactions for $116.1M (Feb 14–19), reducing stake to 35.14M shares

Berkshire Hathaway, a 10% owner, executed 18 separate sales totaling 750,000 shares for $116,055,616.34 between February 14 and February 19, 2025, at prices ranging from $150.78 to $159.16, with a blended average of $154.74. This represents a -2.1% reduction from pre-transaction holdings of 35,892,479 shares to a post-transaction position of 35,142,479 shares. DVA shares have declined -6.8% over the prior 30 days and -5.6% over 90 days, and currently trade at $154.96, -12.6% from the 52-week high of $177.35. The company trades at a P/E of 11.56 with $12.4B market cap and posted $3.3B in quarterly revenue with +5.6% annual growth. Berkshire's cross-ticker track record shows 19 prior buys with +4.1% average 30-day returns and only 1 prior sell, though the same-ticker history at DVA is limited to a single February 11 sale with outcomes not yet measurable.

Berkshire Hathaway sold 203,091 DVA shares for $31.7M on 2/11/25; retains 35.89M shares (10% stake).

Berkshire Hathaway, DVA's dominant 10% stakeholder, executed a modest sale of 203,091 shares at $156.01 while maintaining a substantial 35.89M-share position. The sale represents a -0.6% reduction from pre-transaction holdings, a minor adjustment to an otherwise entrenched position. DVA's fundamentals show solid operational performance with $3.3B in latest quarterly revenue, +5.6% annual growth, and a historically low P/E of 13.20—near the bottom quartile of its 52-week range of $109.86–$177.35. The stock has appreciated +9.3% over the past 30 days and +10.4% over 90 days, trading currently at $177.06, just -0.2% below its 52-week high, suggesting strong recent momentum at the point of the insider's sale.