Anomaly Capital Management’s NVR NVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,316	Closed	-$20.3M	–	37
2021 Q1	$20.3M	Sell	4,316 -1,134	-21%	-$5.34M	1.99%	19
2020 Q4	$22.2M	Buy	+5,450	New	+$22.2M	2.7%	18