Francois Rochon's NVR Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 13,238 shares of NVR, Inc. (NVR) worth $90.2 M, representing 3.03% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in NVR, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2018, adding 6,483 shares. Largest reduction occurred in Q3 2022, reducing 3,816 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's NVR (NVR) Holding Value Over Time
Track share changes against reported price movement
Quarterly NVR (NVR) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -409 | Reduce 3.00% | 13,238 | $6813.40 |
| Q1 2026 | -465 | Reduce 3.30% | 13,647 | $6589.83 |
| Q4 2025 | +37 | Add 0.26% | 14,112 | $7292.77 |
| Q3 2025 | +37 | Add 0.26% | 14,075 | $8034.66 |
| Q2 2025 | +548 | Add 4.06% | 14,038 | $7385.66 |
| Q1 2025 | -68 | Reduce 0.50% | 13,490 | $7244.39 |
| Q4 2024 | +251 | Add 1.89% | 13,558 | $8178.90 |
| Q3 2024 | +128 | Add 0.97% | 13,307 | $9811.80 |
| Q2 2024 | +41 | Add 0.31% | 13,179 | $7588.56 |
| Q1 2024 | +466 | Add 3.68% | 13,138 | $8099.96 |
| Q4 2023 | -2 | Reduce 0.02% | 12,672 | $7000.45 |
| Q3 2023 | +64 | Add 0.51% | 12,674 | $5963.30 |
| Q2 2023 | +484 | Add 3.99% | 12,610 | $6350.62 |
| Q1 2023 | -363 | Reduce 2.91% | 12,126 | $5572.19 |
| Q4 2022 | -207 | Reduce 1.63% | 12,489 | $4612.58 |
| Q3 2022 | -3,816 | Reduce 23.11% | 12,696 | $3987.08 |
| Q2 2022 | +781 | Add 4.96% | 16,512 | $4004.12 |
| Q1 2022 | +109 | Add 0.70% | 15,731 | $4467.29 |
| Q4 2021 | +246 | Add 1.60% | 15,622 | $5908.85 |
| Q3 2021 | +282 | Add 1.87% | 15,376 | $4794.09 |
| Q2 2021 | +545 | Add 3.75% | 15,094 | $4973.30 |
| Q1 2021 | +252 | Add 1.76% | 14,549 | $4710.91 |
| Q4 2020 | +337 | Add 2.41% | 14,297 | $4079.88 |
| Q3 2020 | -156 | Reduce 1.11% | 13,960 | $4083.09 |
| Q2 2020 | +238 | Add 1.71% | 14,116 | $3258.78 |
| Q1 2020 | -1,218 | Reduce 8.07% | 13,878 | $2569.10 |
| Q4 2019 | +636 | Add 4.40% | 15,096 | $3808.43 |
| Q3 2019 | +148 | Add 1.03% | 14,460 | $3717.36 |
| Q2 2019 | +593 | Add 4.32% | 14,312 | $3370.25 |
| Q1 2019 | +324 | Add 2.42% | 13,719 | $2766.97 |
| Q4 2018 | +6,382 | Add 91.00% | 13,395 | $2436.95 |
| Q3 2018 | +7,013 | New Buy | 7,013 | $2470.84 |
| Q1 1970 | +530 | Add 0.00% | 530 | $170180.73 |
Francois Rochon's NVR Investment FAQs
Francois Rochon first purchased NVR, Inc. (NVR) in Q1 1970, acquiring 530 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held NVR, Inc. (NVR) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to NVR, Inc. (NVR) was in Q3 2018, adding 7,013 shares worth $17.33 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 13,238 shares of NVR, Inc. (NVR), valued at approximately $90.2 M.
As of the Q2 2026 filing, NVR, Inc. (NVR) represents approximately 3.03% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in NVR, Inc. (NVR) was 16,512 shares, as reported at the end of Q2 2022.