Giverny Capital’s NVR NVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $89.9M | Sell |
13,647
-465
| -3% | -$3.39M | 3.29% | 14 |
|
|
2025
Q4 | $103M | Buy |
14,112
+37
| +0.3% | +$277K | 3.43% | 14 |
|
|
2025
Q3 | $113M | Buy |
14,075
+37
| +0.3% | +$294K | 3.83% | 12 |
|
|
2025
Q2 | $104M | Buy |
14,038
+548
| +4% | +$3.93M | 3.56% | 12 |
|
|
2025
Q1 | $97.7M | Sell |
13,490
-68
| -0.5% | -$517K | 3.6% | 10 |
|
|
2024
Q4 | $111M | Buy |
13,558
+251
| +2% | +$2.29M | 4.05% | 10 |
|
|
2024
Q3 | $131M | Buy |
13,307
+128
| +1% | +$1.12M | 4.96% | 6 |
|
|
2024
Q2 | $100M | Buy |
13,179
+41
| +0.3% | +$314K | 4.23% | 9 |
|
|
2024
Q1 | $106M | Buy |
13,138
+466
| +4% | +$3.46M | 4.32% | 11 |
|
|
2023
Q4 | $88.7M | Sell |
12,672
-2
| -0% | -$12.3K | 4.17% | 10 |
|
|
2023
Q3 | $75.6M | Buy |
12,674
+64
| +0.5% | +$397K | 4.1% | 10 |
|
|
2023
Q2 | $80.1M | Buy |
12,610
+484
| +4% | +$2.82M | 4.21% | 10 |
|
|
2023
Q1 | $67.6M | Sell |
12,126
-363
| -3% | -$1.87M | 4.07% | 11 |
|
|
2022
Q4 | $57.6M | Sell |
12,489
-207
| -2% | -$910K | 3.56% | 12 |
|
|
2022
Q3 | $50.6M | Sell |
12,696
-3,816
| -23% | -$16.3M | 3.43% | 13 |
|
|
2022
Q2 | $66.1M | Buy |
16,512
+781
| +5% | +$3.33M | 4.36% | 11 |
|
|
2022
Q1 | $70.3M | Buy |
15,731
+109
| +0.7% | +$555K | 3.97% | 11 |
|
|
2021
Q4 | $92.3M | Buy |
15,622
+246
| +2% | +$1.3M | 4.92% | 7 |
|
|
2021
Q3 | $73.7M | Buy |
15,376
+282
| +2% | +$1.43M | 4.4% | 9 |
|
|
2021
Q2 | $75.1M | Buy |
15,094
+545
| +4% | +$2.65M | 4.57% | 10 |
|
|
2021
Q1 | $68.5M | Buy |
14,549
+252
| +2% | +$1.13M | 4.58% | 6 |
|
|
2020
Q4 | $58.3M | Buy |
14,297
+337
| +2% | +$1.4M | 4.47% | 9 |
|
|
2020
Q3 | $57M | Sell |
13,960
-156
| -1% | -$602K | 5.23% | 6 |
|
|
2020
Q2 | $46M | Buy |
14,116
+238
| +2% | +$730K | 4.57% | 8 |
|
|
2020
Q1 | $35.7M | Sell |
13,878
-1,218
| -8% | -$4.37M | 4.54% | 8 |
|
|
2019
Q4 | $57.5M | Buy |
15,096
+636
| +4% | +$2.35M | 5.2% | 5 |
|
|
2019
Q3 | $53.8M | Buy |
14,460
+148
| +1% | +$521K | 5.36% | 4 |
|
|
2019
Q2 | $48.2M | Buy |
14,312
+593
| +4% | +$1.9M | 4.87% | 6 |
|
|
2019
Q1 | $38M | Buy |
13,719
+324
| +2% | +$853K | 4.35% | 7 |
|
|
2018
Q4 | $32.6M | Buy |
13,395
+6,382
| +91% | +$15.1M | 4.3% | 7 |
|
|
2018
Q3 | $17.3M | Buy |
+7,013
| New | +$19.4M | 1.96% | 21 |
|
Other funds holding NVR
VCM
VPM
Giverny Capital's NVR Position: Q1 2026 in Review
Giverny Capital reduced its NVR (NVR) stake by 3.3% in Q1 2026, selling an estimated $3.39M and leaving 13,647 shares worth $89.9M. The position accounts for 3.29% of the portfolio, ranked #14.
Giverny Capital first reported a position in NVR in Q3 2018 and has held it in 31 quarters since. The position peaked at $131M in Q3 2024. 652 funds tracked by Wall St. Rank hold NVR as of Q1 2026.
- Giverny Capital held 13,647 shares of NVR worth $89.9M as of Q1 2026.
- Giverny Capital sold 465 NVR shares in Q1 2026, an estimated $3.39M.
- NVR made up 3.29% of Giverny Capital's portfolio in Q1 2026, its #14 holding.
- Giverny Capital first reported a position in NVR in Q3 2018 and has held it in 31 quarters since.
- Giverny Capital's NVR position peaked at $131M in Q3 2024.
- 652 funds tracked by Wall St. Rank held NVR as of Q1 2026.
Based on Giverny Capital's 13F filing for Q1 2026, filed 15 May 2026.