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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $485.81 M.
Top institutional holders include Diamond Hill Capital and Francois Rochon.
Institutional sentiment is currently Bearish. This is evidenced by a $66.58 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 600.7%. Conversely, Steven Cohen reduced exposure by 44.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for NVR, Inc. (NVR)
Major holders include Diamond Hill Capital ($139.43 M), Francois Rochon ($89.93 M), Tom Gayner ($79.65 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 78,644 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $66.58 M, with 5 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited NVR. The total reported sell value was $93 M.
Yes, 0 managers opened new positions in NVR, and 5 increased their existing holdings. The total reported buy value was $26.41 M.
