Giverny Capital — NVR Trade History
Quarter-by-quarter changes in the NVR INC position · CUSIP 62944T105
Currently held · 2 YearsFirst seen: 2018 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-26 | Reduce | 13,238 | -409 | -3.0% | $90.2M | 3.03% |
| 2026 Q1 | 2026-05-15 | Reduce | 13,647 | -465 | -3.3% | $89.9M | 3.29% |
| 2025 Q4 | 2026-02-13 | Add | 14,112 | 37 | +0.3% | $102.9M | 3.43% |
| 2025 Q3 | 2025-11-17 | Add | 14,075 | 37 | +0.3% | $113.1M | 3.83% |
| 2025 Q2 | 2025-08-13 | Add | 14,038 | 480 | +3.5% | $103.7M | 3.56% |
| 2024 Q4 | 2025-08-12 | Add | 13,558 | 68 | +0.5% | $110.9M | 4.05% |
| 2025 Q1 | 2025-08-12 | Add | 13,490 | 183 | +1.4% | $97.7M | 3.60% |
| 2024 Q3 | 2024-11-13 | New | 13,307 | 13,307 | — | $130.6M | 4.96% |
| 2023 Q4 | 2024-08-23 | — | — | — | — | — | — |
| 2024 Q1 | 2024-08-20 | Sold out | — | -13,179 | -100.0% | — | — |
| 2024 Q2 | 2024-08-14 | Add | 13,179 | 505 | +4.0% | $100.0M | 4.23% |
| 2023 Q3 | 2024-01-25 | Add | 12,674 | 64 | +0.5% | $75.6M | 4.10% |
| 2023 Q2 | 2023-08-07 | Add | 12,610 | 121 | +1.0% | $80.1M | 4.21% |
| 2022 Q4 | 2023-05-17 | Add | 12,489 | 363 | +3.0% | $57.6M | 3.56% |
| 2023 Q1 | 2023-05-12 | Reduce | 12,126 | -570 | -4.5% | $67.6M | 4.07% |
| 2022 Q3 | 2022-11-14 | Reduce | 12,696 | -3,816 | -23.1% | $50.6M | 3.43% |
| 2022 Q2 | 2022-08-12 | Add | 16,512 | 781 | +5.0% | $66.1M | 4.36% |
| 2022 Q1 | 2022-05-12 | Add | 15,731 | 109 | +0.7% | $70.3M | 3.97% |
| 2021 Q4 | 2022-02-11 | Add | 15,622 | 246 | +1.6% | $92.3M | 4.92% |
| 2021 Q3 | 2021-11-15 | Add | 15,376 | 282 | +1.9% | $73.7M | 4.39% |
| 2021 Q2 | 2021-08-13 | Add | 15,094 | 545 | +3.7% | $75.1M | 4.57% |
| 2021 Q1 | 2021-05-17 | Add | 14,549 | 252 | +1.8% | $68.5M | 4.58% |
| 2020 Q4 | 2021-02-16 | Add | 14,297 | 337 | +2.4% | $58.3M | 4.47% |
| 2020 Q3 | 2020-11-13 | Reduce | 13,960 | -156 | -1.1% | $57.0M | 5.23% |
| 2020 Q2 | 2020-08-07 | Add | 14,116 | 238 | +1.7% | $46.0M | 4.57% |
| 2020 Q1 | 2020-05-15 | Reduce | 13,878 | -1,218 | -8.1% | $35.7M | 4.54% |
| 2019 Q4 | 2020-02-07 | Add | 15,096 | 636 | +4.4% | $57.5M | 5.20% |
| 2019 Q3 | 2019-11-14 | Add | 14,460 | 148 | +1.0% | $53.8M | 5.36% |
| 2019 Q2 | 2019-08-13 | Add | 14,312 | 593 | +4.3% | $48.2M | 4.87% |
| 2019 Q1 | 2019-05-14 | Add | 13,719 | 324 | +2.4% | $38.0M | 4.35% |
| 2018 Q4 | 2019-02-13 | Add | 13,395 | 6,382 | +91.0% | $32.6M | 4.30% |
| 2018 Q3 | 2018-11-13 | New | 7,013 | 7,013 | — | $17.3M | 1.96% |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-11 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-04 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-10 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-08 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.