NVR, Inc.
MX ˙ BMV ˙ US62944T1051
SecurityMX:NVR / NVR, Inc.
InstitutionGiverny Capital Inc.
ManagerFrancois Rochon
Latest Disclosed Ownership13,647 shares
Latest Disclosed Value $ 89,931,410
Giverny Capital Inc. reports 3.30% decrease in ownership of NVR / NVR, Inc.

On May 15, 2026 - Giverny Capital Inc. filed a 13F-HR form disclosing ownership of 13,647 shares of NVR, Inc. (MX:NVR) valued at $89,931,410 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,112 shares of NVR, Inc.. This represents a change in shares of -3.30% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F NVR COM 62944T105 13,647 -465 -3.30 89,931 -12.62 3.2926
2026-02-13 2025-12-31 13F NVR COM 62944T105 14,112 37 0.26 102,916 -8.99 3.4331
2025-11-17 2025-09-30 13F/A-2 NVR COM 62944T105 14,075 37 0.26 113,088 9.07 3.8320
2025-11-14 2025-09-30 13F/A-1 NVR COM 62944T105 14,075 37 113,088 3.6067
2025-11-14 2025-09-30 13F NVR COM 62944T105 14,075 37 113,088 3.4676
2025-08-13 2025-06-30 13F NVR COM 62944T105 14,038 548 4.06 103,680 6.09 3.5558
2025-08-12 2025-03-31 13F/A-1 NVR COM 62944T105 13,490 -68 -0.50 97,727 -11.87 3.6026
2025-05-13 2025-03-31 13F NVR COM 62944T105 13,490 -68 97,727 3.6024
2025-08-12 2024-12-31 13F/A-1 NVR COM 62944T105 13,558 251 1.89 110,890 -15.07 4.0530
2025-02-13 2024-12-31 13F NVR COM 62944T105 13,558 251 110,890 4.0529
2024-11-13 2024-09-30 13F NVR COM 62944T105 13,307 128 0.97 130,566 30.55 4.9637
2024-08-14 2024-06-30 13F NVR COM 62944T105 13,179 41 0.31 100,010 -6.02 4.2257
2024-05-13 2024-03-31 13F NVR COM 62944T105 13,138 466 3.68 106,417 19.96 4.3273
2024-02-09 2023-12-31 13F NVR COM 62944T105 12,672 -2 -0.02 88,710 17.37 4.1695
2024-01-25 2023-09-30 13F/A-1 NVRINC COM 62944T105 12,674 64 0.51 75,579 -5.62 4.1025
2023-11-13 2023-09-30 13F NVR COM 62944T105 12,674 64 75,579 4.1051
2023-08-07 2023-06-30 13F NVR COM 62944T105 12,610 484 3.99 80,081 18.52 4.2133
2023-05-12 2023-03-31 13F NVR COM 62944T105 12,126 -363 -2.91 67,568 17.29 4.0702
2023-05-17 2022-12-31 13F/A-1 NVR COM 62944T105 12,489 -207 -1.63 57,607 13.80 3.5610
2023-02-10 2022-12-31 13F NVR COM 62944T105 12,489 -207 58 3.5611
2022-11-14 2022-09-30 13F NVR COM 62944T105 12,696 -3,816 -23.11 50,620 -23.44 3.4285
2022-08-12 2022-06-30 13F NVR COM 62944T105 16,512 781 4.96 66,116 -5.92 4.3562
2022-05-12 2022-03-31 13F NVR COM 62944T105 15,731 109 0.70 70,275 -23.87 3.9670
2022-02-11 2021-12-31 13F NVR COM 62944T105 15,622 246 1.60 92,308 25.22 4.9243
2021-11-15 2021-09-30 13F/A-1 NVR COM 62944T105 15,376 282 1.87 73,714 -1.80 4.3952
2021-11-12 2021-09-30 13F NVR COM 62944T105 15,376 282 73,714 4.3497
2021-08-13 2021-06-30 13F NVR COM 62944T105 15,094 545 3.75 75,067 9.52 4.5656
2021-05-17 2021-03-31 13F NVR COM 62944T105 14,549 252 1.76 68,539 17.50 4.5843
2021-02-16 2020-12-31 13F NVR COM 62944T105 14,297 337 2.41 58,330 2.33 4.4738
2020-11-13 2020-09-30 13F NVR COM 62944T105 13,960 -156 -1.11 57,000 23.91 5.2269
2020-08-07 2020-06-30 13F NVR COM 62944T105 14,116 238 1.71 46,001 29.02 4.5743
2020-05-15 2020-03-31 13F NVR COM 62944T105 13,878 -1,218 -8.07 35,654 -37.98 4.5408
2020-02-07 2019-12-31 13F NVR COM 62944T105 15,096 636 4.40 57,492 6.96 5.2028
2019-11-14 2019-09-30 13F NVR COM 62944T105 14,460 148 1.03 53,753 11.44 5.3584
2019-08-13 2019-06-30 13F NVR COM 62944T105 14,312 593 4.32 48,235 27.07 4.8724
2019-05-14 2019-03-31 13F NVR COM 62944T105 13,719 324 2.42 37,960 16.29 4.3545
2019-02-13 2018-12-31 13F NVR COM 62944T105 13,395 6,382 91.00 32,643 88.38 4.3025
2018-11-13 2018-09-30 13F NVR COM 62944T105 7,013 7,013 17,328 1.9621
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.