Sector: health
Conviction from: S&P
52-week range: 101.00247.49
Provides kidney-care services, primarily operating a large network of outpatient dialysis centers treating patients with chronic kidney failure in the United States and abroad.
4 tracked filer(s) hold this · 0 opened, 0 added, 4 trimmed in 30-JUN-2026
Aggregate 13FScore 64 — mean of 4 scored holder(s). Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Warren Buffett / Berkshire Hathaway | 62 | Trimmed -4% | 28,880,209 | $6,425,268,898 | 2.1% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -24% | 67,795 | $15,083,032 | 0.0% |
| Steve Cohen / Point72 | 76 | Trimmed -49% | 11,100 | $2,469,528 | 0.0% |
| Bridgewater | 56 | Trimmed -47% | 10,996 | $2,446,390 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
2 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #102 — GLP-1s: The Second Serving - Revisiting our GLP-1 Basket | 2025-07-24 | SHORT |
| #84 — Market Memo: Healthcare's AI-Powered Trump Card | 2025-02-09 | SHORT |