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 13,238 shares, down 409 (3.0%) from the prior quarter.

Reported value 0.3%; share count -3.0% vs. the prior quarter.

Reduced
% of reported 13F value 3.03% This manager · Q2 2026
Shares 13,238 Quarter-end amount reported
Reported value $90,195,789 Fair value at quarter end
Consecutive quarters held 32 Through Q2 2026

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
Five years are shown. A free account unlocks the complete reported history. Unlock full history
Institutional context

Who else reported the position

748 managers reported NVR INC (NEW) for Q2 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 294,174 +12,219 0.03% $2,004,323,838 8 qtrs
VANGUARD CAPITAL MANAGEMENT LLC Reduced 174,915 -2,710 0.03% $1,191,765,861 2 qtrs
Capital Research Global Investors Added 163,844 +879 0.16% $1,116,334,710 29 qtrs
STATE STREET CORPORATION Added 128,768 +1,172 0.03% $877,347,891 53 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC Reduced 113,182 -6,115 0.03% $771,154,239 2 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 73,735 +38 0.03% $500,435,564 53 qtrs
Boston Partners Added 60,776 +2,793 0.37% $414,000,090 26 qtrs
PRINCIPAL FINANCIAL GROUP INC Added 58,535 +290 0.2% $398,822,369 53 qtrs
AQR CAPITAL MANAGEMENT LLC Added 49,101 +40,237 0.12% $334,546,654 53 qtrs
Invesco Ltd Added 46,803 +3,806 0.03% $318,887,562 53 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 14, 2026
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.