Possible motivations for Buffett to drastically reduce Davita holdings in the third quarter of 2025:4. Davita's Q3 holdings reduction amount: US$217 million Background: There has been no increase in holdings since the fourth quarter of 2014, but the stock has slowly risen over the past ten years. Motivation: The health care sector's performance recently picked up, and Buffett chose to cash in on long-term gains. This is a typical “low attention, high patience” exit operation for positions.

Possible motivations for Buffett to drastically reduce Davita holdings in the third quarter of 2025:4. Davita's Q3 holdings reduction amount: US$217 million Background: There has been no increase in holdings since the fourth quarter of 2014, but the stock has slowly risen over the past ten years. Motivation: The health care sector's performance recently picked up, and Buffett chose to cash in on long-term gains. This is a typical “low attention, high patience” exit operation for positions.