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NVR, Inc.

NVR Consumer Discretionary
$7,052.23 +$51.31 (0.73%)
Market Cap: $19.59 B
Gurus Holding
12
Popularity Rank
#248
% of Shares Held
3.18%
Net Activity (Q4 2025)
-$4.43 M

Guru Ownership Trend

Guru Analysis for NVR, Inc. (NVR)

NVR, Inc. (NVR), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $623.99 M.

Top institutional holders include Diamond Hill Capital and Francois Rochon.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.43 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 350.0%. Conversely, Joel Greenblatt reduced exposure by 68.1%.

Key Holders

Top 5 by Value

$102.92 M
$87.56 M
$81.04 M
$62.72 M

Recent Activity Breakdown (Q4 2025)

+$83.63 M
Total Buy Value
New Buys 2
Additions 6
-$88.07 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
8

FAQs for NVR, Inc. (NVR)

Major holders include Diamond Hill Capital ($221.91 M), Francois Rochon ($102.92 M), Tom Gayner ($87.56 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 88,481 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.43 M, with 8 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited NVR. The total reported sell value was $88.07 M.

Yes, 2 managers opened new positions in NVR, and 6 increased their existing holdings. The total reported buy value was $83.63 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.14% Reduce -24.2% 30,429 $221.91 M Q4 2025
3.43% Add 0.3% 14,112 $102.92 M Q4 2025
0.70% Add 0.9% 12,007 $87.56 M Q4 2025
0.03% 11,112 $81.04 M Q4 2025
0.03% Add 40.0% 8,601 $62.72 M Q4 2025
0.05% Add 350.0% 4,860 $35.44 M Q4 2025
0.03% New Buy 3,625 $26.44 M Q4 2025
0.02% Add 63.2% 1,647 $12.01 M Q4 2025
0.03% Reduce -68.1% 1,105 $8.06 M Q4 2025
0.03% New Buy 811 $5.91 M Q4 2025
0.00% Reduce -19.3% 138 $1.01 M Q4 2025
0.00% Add 30.8% 34 $248,994 Q4 2025
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