Davidson Kahn Capital Management’s NVR NVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.27M	Buy	305 +20	+7%	+$149K	1.45%	24
2025 Q1	$2.06M	Buy	285 +102	+56%	+$739K	1.59%	24
2024 Q4	$1.5M	Buy	+183	New	+$1.5M	1.38%	25