Warren Buffett and Greg Abel Quietly Hold a Bigger Percentage of This Company Than Any Other in Berkshire's Portfolio (Hint: It's Not Apple or American Express)
Berkshire Hathaway's largest proportional holding is in DaVita (DVA), a kidney dialysis center operator, with a 45% stake. Berkshire has reduced its position from 36.1 million to 28.7 million shares since early 2025. DaVita's stock is up 56% year-to-date, with Q1 revenue of $3.4 billion and adjusted profit of $198 million. The company raised its EPS guidance to $14.10-$15.20.
How this was made
The 30-second read
Why it matters
Earnings beat and guidance lift provide a fresh catalyst for DaVita, likely prompting short‑term buying pressure, especially given Berkshire's sizable stake.
Market read
DaVita's earnings surprise and guidance raise are material for traders; Berkshire's ownership adds a layer of interest.
What to watch
Potential regulatory or reimbursement changes in dialysis could affect future earnings.
Background
The article discusses Berkshire Hathaway's large ownership of DaVita and the company's recent first‑quarter earnings beat and guidance raise.
Ticker impact
DaVita reported Q1 earnings beat, raised guidance and Berkshire holds a 45% stake.
Potential short‑term rally, especially on momentum from Berkshire ownership.
Strong earnings surprise (+21% profit YoY) and guidance lift (+$14.10‑$15.20 EPS) are fresh material for a mid‑cap stock with a large, influential shareholder.
Market effects
Highlights strength in dialysis/healthcare services sector.
U.S. healthcare stocks may see modest lift.
Limited to U.S. markets; Berkshire exposure draws attention from value investors worldwide.
Counterpoint
High Berkshire concentration could limit upside if the stake is trimmed further.
Key entities
- companyDaVita Inc.
U.S. dialysis provider (ticker DVA).
- investment firmBerkshire Hathaway
Holding company owning ~45% of DaVita.
