Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  DaVita HealthCare Partners (DVA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2016   Q4 0 0.00 Sell 100.00% 7.02 SEC
2016   Q3 674,300 7.02 Reduce 5.77% 0.57 $66.07 $44,551,000 SEC
2016   Q2 715,600 9.94 Reduce 15.81% 1.78 $77.32 $55,330,000 SEC
2016   Q1 850,000 11.26 Reduce 15.00% 2.16 $73.38 $62,373,000 SEC
2015   Q4 1,000,000 14.42 Add 33.33% 3.61 $69.71 $69,710,000 SEC
2015   Q3 750,000 11.48 Add 36.36% 3.06 $72.33 $54,248,000 SEC
2015   Q2 550,000 11.16 $79.47 $43,709,000 SEC
2015   Q1 550,000 12.71 $81.28 $44,704,000 SEC
2014   Q4 550,000 14.81 $75.74 $41,657,000 SEC
2014   Q3 550,000 18.65 Buy 18.65 $73.14 $40,227,000 SEC