On February 4, 2026, market commentary noted that Berkshire Hathaway partially reduced its stake in the dialysis company DaVita. This portfolio adjustment disclosure coincided with DaVita's strong financial reports.
DaVita reported strong fourth-quarter earnings. The company also provided an optimistic 2026 forecast.
DaVita's stock price surged following the positive news. Reports suggest this strong performance and outlook outweighed any negative sentiment stemming from Berkshire's reduced position.