Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  NVR, Inc. (NVR)
← All NVR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 13,647 3.29 Reduce 3.30% 0.11 $6,301.03–8,200.00 · VW $7,030.29i $89,931,410 SEC
2025   Q4 14,112 3.43 Add 0.26% <0.01 $7,003.47–8,199.00 · VW $7,498.41i $102,915,570 SEC
2025   Q3 14,075 3.83 Add 0.26% 0.01 $7,274.19–8,618.28 · VW $7,975.71i $113,087,840 SEC
2025   Q2 14,038 3.56 Add 4.06% 0.14 $6,562.85–7,743.80 · VW $7,230.77i $103,679,895 SEC
2025   Q1 13,490 3.60 Reduce 0.50% 0.02 $7,015.00–8,602.13 · VW $7,620.51i $97,726,821 SEC
2024   Q4 13,558 4.05 Add 1.89% 0.08 $7,986.00–9,964.77 · VW $8,709.89i $110,889,526 SEC
2024   Q3 13,307 4.96 Add 0.97% 0.05 $7,390.00–9,844.73 · VW $9,015.51i $130,565,623 SEC
2024   Q2 13,179 4.23 Add 0.31% 0.01 $7,227.09–8,211.40 · VW $7,675.68i $100,009,632 SEC
2024   Q1 13,138 4.33 Add 3.68% 0.15 $6,800.00–8,158.99 · VW $7,686.32i $106,417,274 SEC
2023   Q4 12,672 4.17 Reduce 0.02% <0.01 $5,210.49–7,075.00 · VW $6,428.65i $88,709,702 SEC
2023   Q3 12,674 4.10 Add 0.51% 0.02 $5,848.58–6,525.00 · VW $6,112.29i $75,578,864 SEC
2023   Q2 12,610 4.21 Add 3.99% 0.16 $5,444.06–6,386.62 · VW $6,060.43i $80,081,318 SEC
2023   Q1 12,126 4.07 Reduce 2.91% 0.10 $4,519.05–5,586.33 · VW $5,225.86i $67,568,376 SEC
2022   Q4 12,489 3.56 Reduce 1.63% 0.06 $3,816.56–4,973.00 · VW $4,467.38i $57,606,512 SEC
2022   Q3 12,696 3.43 Reduce 23.11% 1.01 $3,864.34–4,625.84 · VW $4,159.09i $50,620,000 SEC
2022   Q2 16,512 4.36 Add 4.96% 0.21 $3,576.01–4,692.60 · VW $4,090.92i $66,116,000 SEC
2022   Q1 15,731 3.97 Add 0.70% 0.03 $4,466.07–5,885.00 · VW $4,939.45i $70,275,000 SEC
2021   Q4 15,622 4.92 Add 1.60% 0.08 $4,750.01–5,982.45 · VW $5,547.11i $92,308,000 SEC
2021   Q3 15,376 4.40 Add 1.87% 0.08 $4,737.23–5,332.08 · VW $4,954.46i $73,714,000 SEC
2021   Q2 15,094 4.57 Add 3.75% 0.17 $4,565.81–5,308.48 · VW $4,949.20i $75,067,000 SEC
2021   Q1 14,549 4.58 Add 1.76% 0.08 $3,885.00–4,832.80 · VW $4,476.24i $68,539,000 SEC
2020   Q4 14,297 4.47 Add 2.41% 0.11 $3,868.01–4,530.00 · VW $4,159.29i $58,330 SEC
2020   Q3 13,960 5.23 Reduce 1.11% 0.05 $3,158.88–4,318.00 · VW $3,853.33i $57,000,000 SEC
2020   Q2 14,116 4.57 Add 1.71% 0.08 $2,294.72–3,619.26 · VW $3,057.58i $46,001,000 SEC
2020   Q1 13,878 4.54 Reduce 8.07% 0.42 $2,043.01–4,071.13 · VW $2,894.42i $35,654,000 SEC
2019   Q4 15,096 5.20 Add 4.40% 0.22 $3,315.61–3,946.50 · VW $3,690.17i $57,492,000 SEC
2019   Q3 14,460 5.36 Add 1.03% 0.05 $3,245.68–3,770.00 · VW $3,577.68i $53,753,000 SEC
2019   Q2 14,312 4.87 Add 4.32% 0.20 $2,744.73–3,489.00 · VW $3,201.33i $48,235,000 SEC
2019   Q1 13,719 4.35 Add 2.42% 0.10 $2,285.00–2,893.75 · VW $2,648.58i $37,960,000 SEC
2018   Q4 13,395 4.30 Add 91.00% 2.05 $2,040.71–2,580.96 · VW $2,352.89i $32,643,000 SEC
2018   Q3 7,013 2.08 Buy 2.08 $2,465.01–3,188.18 · VW $2,708.00i $17,328,000 SEC
Price snapshot:
Current price$6,437.99
Avg. buy price$3,489.59
+/- since buy84.49%
52-week low$5,501.01
52-week high$8,618.28