13F

Position

Engineers Gate Manager LP in Davita Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $336.3K$113.61$153.69

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20258.39K$953.2K0.0%
Q1 2026141K$21.7M$153.69$336.3K$20.4M0.3%