DaVita

CEO Javier Rodriguez has led DaVita since June 2019 after two decades inside the organization and remains focused on clinical quality, value‑based models, and operational execution. Governance includes a long‑standing Berkshire relationship and a board with healthcare depth.

Cultural continuity from the prior era and operating cadence around quality programs are positives. Key watch items: compensation alignment amid heavy buybacks and execution on integrated kidney care at meaningful risk caps.