AltraVue Capital’s NVR NVR Stock Holding History

AltraVue Capital’s Portfolio NVR Stock Details NVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40M	Buy	6,070 +710	+13%	+$5.17M	3.45%	10
2025 Q4	$39.1M	Hold	5,360	–	–	3.22%	13
2025 Q3	$43.1M	Hold	5,360	–	–	3.57%	11
2025 Q2	$39.6M	Hold	5,360	–	–	3.48%	11
2025 Q1	$38.8M	Hold	5,360	–	–	3.9%	12
2024 Q4	$43.8M	Hold	5,360	–	–	3.65%	11
2024 Q3	$52.6M	Sell	5,360 -150	-3%	-$1.31M	4.73%	8
2024 Q2	$41.8M	Hold	5,510	–	–	4.16%	9
2024 Q1	$44.6M	Hold	5,510	–	–	4.84%	8
2023 Q4	$38.6M	Hold	5,510	–	–	4.45%	7
2023 Q3	$32.9M	Hold	5,510	–	–	3.91%	11
2023 Q2	$35M	Hold	5,510	–	–	4.12%	10
2023 Q1	$30.7M	Buy	5,510 +1,310	+31%	+$6.76M	3.69%	10
2022 Q4	$19.4M	Hold	4,200	–	–	2.71%	15
2022 Q3	$16.7M	Sell	4,200 -210	-5%	-$895K	2.5%	16
2022 Q2	$17.7M	Hold	4,410	–	–	2.6%	16
2022 Q1	$19.7M	Hold	4,410	–	–	2.68%	15
2021 Q4	$26.1M	Buy	4,410 +910	+26%	+$4.8M	3.45%	13
2021 Q3	$16.8M	Buy	3,500 +1,070	+44%	+$5.43M	2.48%	24
2021 Q2	$12.1M	Buy	2,430 +490	+25%	+$2.38M	2.14%	27
2021 Q1	$9.14M	Hold	1,940	–	–	2.02%	26
2020 Q4	$7.92M	Hold	1,940	–	–	2.36%	21
2020 Q3	$7.92M	Hold	1,940	–	–	3.7%	8
2020 Q2	$6.32M	Hold	1,940	–	–	4.74%	8
2020 Q1	$4.98M	Hold	1,940	–	–	4.12%	10
2019 Q4	$7.39M	Hold	1,940	–	–	3.67%	9
2019 Q3	$7.21M	Hold	1,940	–	–	3.97%	7
2019 Q2	$6.54M	Hold	1,940	–	–	3.62%	10
2019 Q1	$5.37M	Buy	1,940 +480	+33%	+$1.26M	3.03%	16
2018 Q4	$3.56M	Buy	+1,460	New	+$3.45M	2.24%	22

Other funds holding NVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AltraVue Capital's NVR Position: Q1 2026 in Review

AltraVue Capital increased its NVR (NVR) stake by 13% in Q1 2026, buying an estimated $5.17M and bringing the position to 6,070 shares worth $40M. The position accounts for 3.45% of the portfolio, ranked #10.

AltraVue Capital first reported a position in NVR in Q4 2018 and has held it in 30 quarters since. The position peaked at $52.6M in Q3 2024. 654 funds tracked by Wall St. Rank hold NVR as of Q1 2026.

AltraVue Capital held 6,070 shares of NVR worth $40M as of Q1 2026.
AltraVue Capital bought 710 NVR shares in Q1 2026, an estimated $5.17M.
NVR made up 3.45% of AltraVue Capital's portfolio in Q1 2026, its #10 holding.
AltraVue Capital first reported a position in NVR in Q4 2018 and has held it in 30 quarters since.
AltraVue Capital's NVR position peaked at $52.6M in Q3 2024.
654 funds tracked by Wall St. Rank held NVR as of Q1 2026.

Based on AltraVue Capital's 13F filing for Q1 2026, filed 13 May 2026.