Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
– Sell
-1,298
Closed -$9.4M – 74
2025
Q1
$9.4M Sell
1,298
-104
-7% -$791K 0.32% 43
2024
Q4
$11.5M Hold
1,402
– – 0.31% 41
2024
Q3
$13.8M Hold
1,402
– – 0.38% 34
2024
Q2
$10.6M Hold
1,402
– – 0.32% 33
2024
Q1
$11.4M Hold
1,402
– – 0.37% 35
2023
Q4
$9.81M Buy
1,402
+11
+0.8% +$67.8K 0.38% 37
2023
Q3
$8.29M Hold
1,391
– – 0.36% 38
2023
Q2
$8.83M Hold
1,391
– – 0.35% 39
2023
Q1
$7.75M Sell
1,391
-339
-20% -$1.75M 0.36% 40
2022
Q4
$7.98M Buy
1,730
+535
+45% +$2.35M 0.41% 38
2022
Q3
$4.76M Buy
+1,195
New +$5.09M 0.26% 55

Other funds holding NVR

Marsico Capital Management's NVR Position: Q2 2025 in Review

Marsico Capital Management sold out of NVR (NVR) in Q2 2025, closing a stake of 1,298 shares — an estimated $9.4M sold.

Marsico Capital Management first reported a position in NVR in Q3 2022 and held it in 11 quarters. The position peaked at $13.8M in Q3 2024. 654 funds tracked by Wall St. Rank hold NVR as of Q2 2025.

  • Marsico Capital Management reported no remaining NVR position as of Q2 2025 after selling out during the quarter.
  • Marsico Capital Management sold 1,298 NVR shares in Q2 2025, an estimated $9.4M.
  • Marsico Capital Management first reported a position in NVR in Q3 2022 and held it in 11 quarters.
  • Marsico Capital Management's NVR position peaked at $13.8M in Q3 2024.
  • 654 funds tracked by Wall St. Rank held NVR as of Q2 2025.

Based on Marsico Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.