Form 13-F position report

NVR INC (NEW)

Reported by Giverny Capital Inc

Company profile Manager portfolio Source filing
NVR CUSIP 62944T105 Manager CIK 0001641864
Latest reported change

Reported 12,610 shares, up 484 (4.0%) from the prior quarter.

Reported value 18.5%; share count 4.0% vs. the prior quarter.

Added
% of reported 13F value 4.21% This manager · Q2 2023
Shares 12,610 Quarter-end amount reported
Reported value $80,081,318 Fair value at quarter end
Consecutive quarters held 20 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 13,238 -409 (-3.0%) 3.03% $90,195,789 2026-08-14
Q1 2026 Reduced 13,647 -465 (-3.3%) 3.29% $89,931,410 2026-05-15
Q4 2025 Added 14,112 +37 (0.3%) 3.43% $102,915,570 2026-02-13
Q3 2025 Added 14,075 +37 (0.3%) 3.83% $113,087,840 2025-11-14
Q2 2025 Added 14,038 +548 (4.1%) 3.56% $103,679,895 2025-08-13
Q1 2025 Reduced 13,490 -68 (-0.5%) 3.6% $97,726,821 2025-05-13
Q4 2024 Added 13,558 +251 (1.9%) 4.05% $110,889,526 2025-02-13
Q3 2024 Added 13,307 +128 (1.0%) 4.96% $130,565,623 2024-11-13
Q2 2024 Added 13,179 +41 (0.3%) 4.23% $100,009,632 2024-08-14
Q1 2024 Added 13,138 +466 (3.7%) 4.32% $106,417,274 2024-05-13
Q4 2023 Reduced 12,672 -2 (0.0%) 2.71% $88,709,702 2024-02-09
Q3 2023 Added 12,674 +64 (0.5%) 4.1% $75,578,864 2023-11-13
Q2 2023 Added 12,610 +484 (4.0%) 4.21% $80,081,318 2023-08-07
Q1 2023 Reduced 12,126 -363 (-2.9%) 4.07% $67,568,376 2023-05-12
Q4 2022 Reduced 12,489 -207 (-1.6%) 3.56% $57,606,512 2023-02-10
Q3 2022 Reduced 12,696 -3,816 (-23.1%) 3.43% $50,620,000 2022-11-14
Q2 2022 Added 16,512 +781 (5.0%) 4.36% $66,116,000 2022-08-12
Q1 2022 Added 15,731 +109 (0.7%) 3.97% $70,275,000 2022-05-12
Q4 2021 Added 15,622 +246 (1.6%) 4.92% $92,308,000 2022-02-11
Q3 2021 Added 15,376 +282 (1.9%) 4.4% $73,714,000 2021-11-12
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Institutional context

Who else reported the position

653 managers reported NVR INC (NEW) for Q2 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 350,886 -2,820 0.05% $2,228,343,650 41 qtrs
BlackRock Inc Added 265,790 +28,676 0.05% $1,687,930,301 41 qtrs
STATE STREET CORPORATION Added 136,702 +9,556 0.05% $868,142,455 41 qtrs
Capital Research Global Investors Reduced 106,069 -11,405 0.18% $673,603,913 17 qtrs
DIAMOND HILL CAPITAL MANAGEMENT INC Reduced 96,989 -11,814 2.77% $615,940,283 33 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 85,221 -5,888 0.1% $541,206,188 41 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 71,473 +3,129 0.05% $452,789,056 41 qtrs
Capital World Investors Reduced 70,020 -8,482 0.09% $444,670,412 14 qtrs
PRINCIPAL FINANCIAL GROUP INC Reduced 53,123 -1,011 0.23% $337,363,987 41 qtrs
Boston Partners Reduced 46,992 -1,416 0.4% $298,425,312 14 qtrs
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Filing details and methodology As reported
Report period
June 30, 2023
Filed
August 07, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.