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Marshfield Associates’s NVR NVR Stock Holding History

Marshfield Associates’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 		$168M Sell
25,419
-1,436
-5% -$10.5M 3.36% 14
2025
Q4 		$196M Buy
26,855
+1,813
+7% +$13.6M 3.43% 13
2025
Q3 		$201M Buy
25,042
+1,130
+5% +$8.98M 3.48% 13
2025
Q2 		$177M Buy
23,912
+74
+0.3% +$530K 3.61% 14
2025
Q1 		$173M Buy
23,838
+256
+1% +$1.95M 3.74% 12
2024
Q4 		$193M Sell
23,582
-34
-0.1% -$310K 4.18% 13
2024
Q3 		$232M Sell
23,616
-9,103
-28% -$79.5M 4.92% 12
2024
Q2 		$248M Buy
32,719
+96
+0.3% +$734K 5.49% 8
2024
Q1 		$264M Sell
32,623
-36
-0.1% -$267K 5.42% 8
2023
Q4 		$229M Buy
32,659
+3,511
+12% +$21.7M 4.64% 13
2023
Q3 		$174M Buy
29,148
+669
+2% +$4.15M 4.3% 12
2023
Q2 		$181M Buy
28,479
+1,317
+5% +$7.67M 4.7% 12
2023
Q1 		$151M Buy
27,162
+553
+2% +$2.85M 4.45% 14
2022
Q4 		$123M Sell
26,609
-84
-0.3% -$369K 3.78% 14
2022
Q3 		$106M Buy
26,693
+3,098
+13% +$13.2M 4.01% 14
2022
Q2 		$94.5M Buy
23,595
+8,576
+57% +$36.5M 3.57% 14
2022
Q1 		$67.1M Buy
15,019
+17
+0.1% +$86.6K 2.63% 16
2021
Q4 		$88.6M Buy
15,002
+27
+0.2% +$143K 3.51% 14
2021
Q3 		$71.8M Sell
14,975
-102
-0.7% -$518K 3.13% 14
2021
Q2 		$75M Buy
15,077
+440
+3% +$2.14M 3.08% 14
2021
Q1 		$69M Sell
14,637
-136
-0.9% -$610K 3.23% 14
2020
Q4 		$60.3M Sell
14,773
-350
-2% -$1.46M 2.81% 15
2020
Q3 		$61.7M Sell
15,123
-92
-0.6% -$355K 2.97% 16
2020
Q2 		$49.6M Buy
15,215
+59
+0.4% +$181K 2.57% 16
2020
Q1 		$38.9M Sell
15,156
-13
-0.1% -$46.6K 2.4% 16
2019
Q4 		$57.8M Buy
15,169
+1,250
+9% +$4.63M 3.01% 15
2019
Q3 		$51.7M Buy
13,919
+48
+0.3% +$169K 3.25% 14
2019
Q2 		$46.7M Sell
13,871
-203
-1% -$651K 2.99% 16
2019
Q1 		$38.9M Buy
14,074
+30
+0.2% +$79K 2.38% 17
2018
Q4 		$34.2M Sell
14,044
-109
-0.8% -$258K 2.47% 17
2018
Q3 		$35M Sell
14,153
-398
-3% -$1.1M 2.24% 17
2018
Q2 		$43.2M Sell
14,551
-126
-0.9% -$386K 2.87% 17
2018
Q1 		$41.1M Buy
14,677
+37
+0.3% +$118K 2.76% 17
2017
Q4 		$51.4M Sell
14,640
-28,379
-66% -$92.4M 3.36% 17
2017
Q3 		$123M Sell
43,019
-1,485
-3% -$3.98M 8.15% 3
2017
Q2 		$107M Sell
44,504
-1,093
-2% -$2.46M 8.01% 4
2017
Q1 		$96.1M Sell
45,597
-1,354
-3% -$2.56M 7.5% 4
2016
Q4 		$78.4M Buy
46,951
+1,235
+3% +$1.97M 5.98% 7
2016
Q3 		$75M Sell
45,716
-4,204
-8% -$7.16M 5.98% 6
2016
Q2 		$88.9M Sell
49,920
-177
-0.4% -$303K 6.36% 5
2016
Q1 		$86.8M Sell
50,097
-445
-0.9% -$720K 6.15% 6
2015
Q4 		$83M Sell
50,542
-628
-1% -$1.03M 6.11% 5
2015
Q3 		$78M Sell
51,170
-1,010
-2% -$1.51M 6.02% 5
2015
Q2 		$69.9M Buy
52,180
+8,469
+19% +$11.4M 5.47% 8
2015
Q1 		$58.1M Sell
43,711
-1,006
-2% -$1.32M 4.37% 10
2014
Q4 		$57M Sell
44,717
-1,118
-2% -$1.36M 4.18% 10
2014
Q3 		$51.8M Sell
45,835
-991
-2% -$1.13M 4% 10
2014
Q2 		$53.9M Sell
46,826
-676
-1% -$754K 3.96% 12
2014
Q1 		$54.5M Sell
47,502
-1,221
-3% -$1.37M 4% 11
2013
Q4 		$50M Sell
48,723
-1,058
-2% -$1M 3.73% 10
2013
Q3 		$45.8M Sell
49,781
-522
-1% -$472K 3.47% 12
2013
Q2 		$46.4M Buy
+50,303
New +$50M 3.62% 12

Other funds holding NVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marshfield Associates's NVR Position: Q1 2026 in Review

Marshfield Associates reduced its NVR (NVR) stake by 5.3% in Q1 2026, selling an estimated $10.5M and leaving 25,419 shares worth $168M. The position accounts for 3.36% of the portfolio, ranked #14.

Marshfield Associates first reported a position in NVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $264M in Q1 2024. 652 funds tracked by Wall St. Rank hold NVR as of Q1 2026.

  • Marshfield Associates held 25,419 shares of NVR worth $168M as of Q1 2026.
  • Marshfield Associates sold 1,436 NVR shares in Q1 2026, an estimated $10.5M.
  • NVR made up 3.36% of Marshfield Associates's portfolio in Q1 2026, its #14 holding.
  • Marshfield Associates first reported a position in NVR in Q2 2013 and has held it in 52 quarters since.
  • Marshfield Associates's NVR position peaked at $264M in Q1 2024.
  • 652 funds tracked by Wall St. Rank held NVR as of Q1 2026.

Based on Marshfield Associates's 13F filing for Q1 2026, filed 15 May 2026.