Davidson Kahn Capital Management’s NVR NVR Stock Holding History

Davidson Kahn Capital Management’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 Q2	$613K	Sell	92 -12	-12%	-$76.2K	0.26%	45
2026 Q1	$679K	Sell	104 -220	-68%	-$1.6M	0.36%	38
2025 Q4	$2.36M	Buy	324 +6	+2%	+$44.9K	1.23%	26
2025 Q3	$2.56M	Buy	318 +13	+4%	+$103K	1.42%	25
2025 Q2	$2.27M	Buy	305 +20	+7%	+$143K	1.45%	24
2025 Q1	$2.06M	Buy	285 +102	+56%	+$776K	1.59%	24
2024 Q4	$1.5M	Buy	+183	New	+$1.67M	1.38%	25

Other funds holding NVR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Davidson Kahn Capital Management's NVR Position: Q2 2026 in Review

Davidson Kahn Capital Management reduced its NVR (NVR) stake by 12% in Q2 2026, selling an estimated $76.2K and leaving 92 shares worth $613K. The position accounts for 0.26% of the portfolio, ranked #45.

Davidson Kahn Capital Management first reported a position in NVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q3 2025. 143 funds tracked by Wall St. Rank hold NVR as of Q2 2026.

Davidson Kahn Capital Management held 92 shares of NVR worth $613K as of Q2 2026.
Davidson Kahn Capital Management sold 12 NVR shares in Q2 2026, an estimated $76.2K.
NVR made up 0.26% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #45 holding.
Davidson Kahn Capital Management first reported a position in NVR in Q4 2024 and has held it in 7 quarters since.
Davidson Kahn Capital Management's NVR position peaked at $2.56M in Q3 2025.
143 funds tracked by Wall St. Rank held NVR as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.