巴菲特大动作！

中国基金报02-21

伯克希尔哈撒韦减持达维塔，套现1.16亿美元中国基金报记者吴君“股神”巴菲特又出手了。近期，美国证券交易委员会（SEC）披露的一份文件显示，伯克希尔哈撒韦在2月14日至2月19日合计减持美国肾脏透析服务龙头达维塔（DaVita）共计75万股，套现大概1.16亿美元。这并非巴菲特第一次减持该股，此前在2月11日也减持了约20万股。截至2月19日，达维塔报收于154.96美元/股，最新市值为124...

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4文件显示，巴菲特掌舵的伯克希尔哈撒韦公司在今年2月14日、2月18日和2月19日连续减持达维塔普通股股票，减持价格区间在150.78美元/股到159.16美元/股，合计减持股份数量达到75万股，算下来减持套现金额高达1.16亿美元。此次减持以后，伯克希尔持有达维塔的股份数量降至3514.25万股，持股比例降至43.93%。如果按该股最新的股价154.96美元/股计算，伯克希尔最新的持股市值为54.46亿美元。事实上，这并非巴菲特今年首次抛售该股。就在今年2月14日，相关文件披露，伯克希尔在2月11日以156.011美元/股的价格出售了20.31万股达维塔的普通股股票，套现3168.58万美元。近期披露的13F文件显示，截至2024年四季度末，伯克希尔持有达维塔共计3609.56万股，期末持股市值为53.98亿美元，占其组合总市值的2.02%，达维塔位列伯克希尔第十大重仓股。美国肾脏透析服务龙头今年以来股价上涨3.62%达维塔是美国的一家 综合 性的肾脏护理提供商，在临床质量和创新方面已有25年的领导地位，为患者在肾脏健康旅程的每个阶段和环境中提供护理，从早期诊断和预防到支持移植过程。财报数据显示，达维塔在2024年四季度实现营收32.947亿美元，预期值为32.66亿美元；每股收益为2.24美元，预期值为2.14美元，均超预期。2024年年报显示，公司营业总收入为128.16亿美元，同比增长5.56%。但是，该公司将2025年调整后收益预期设定为每股10.20美元至11.30美元，低于普遍预期的每股11.44美元。从股价表现来看，达维塔近期走势震荡，1月末一度涨至179.60美元/股，但2月14日该股突然暴跌超11%。截至今年2月19日，达维塔报收154.96美元/股，最新市值为124亿美元。该股2024年涨幅为42.75%，2025年年初至今涨幅为3.62%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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