Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.04M Sell
158
-169
-52% -$1.23M 0.11% 203
2025
Q4
$2.38M Sell
327
-32
-9% -$239K 0.25% 84
2025
Q3
$2.88M Buy
359
+289
+413% +$2.3M 0.31% 68
2025
Q2
$517K Buy
70
+35
+100% +$251K 0.06% 255
2025
Q1
$254K Buy
+35
New +$266K 0.07% 398

Other funds holding NVR

Polymer Capital Management's NVR Position: Q1 2026 in Review

Polymer Capital Management reduced its NVR (NVR) stake by 52% in Q1 2026, selling an estimated $1.23M and leaving 158 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #203.

Polymer Capital Management first reported a position in NVR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.88M in Q3 2025. 652 funds tracked by Wall St. Rank hold NVR as of Q1 2026.

  • Polymer Capital Management held 158 shares of NVR worth $1.04M as of Q1 2026.
  • Polymer Capital Management sold 169 NVR shares in Q1 2026, an estimated $1.23M.
  • NVR made up 0.11% of Polymer Capital Management's portfolio in Q1 2026, its #203 holding.
  • Polymer Capital Management first reported a position in NVR in Q1 2025 and has held it in 5 quarters since.
  • Polymer Capital Management's NVR position peaked at $2.88M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held NVR as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.