John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
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
2022   Q3 0 0.00 Sell 100.00% 0.34 $3,864.34–4,625.84 · VW $4,159.09i SEC
2022   Q2 11,068 0.34 Reduce 2.41% <0.01 $3,576.01–4,692.60 · VW $4,090.92i $44,318,000 SEC
2022   Q1 11,341 0.30 Buy 0.30 $4,466.07–5,885.00 · VW $4,939.45i $50,663,000 SEC
2021   Q2 0 0.00 Sell 100.00% 0.63 $4,565.81–5,308.48 · VW $4,949.20i SEC
2021   Q1 23,531 0.63 Reduce 58.19% 0.81 $3,885.00–4,832.80 · VW $4,476.24i $110,853,000 SEC
2020   Q4 56,278 1.39 Add 189.39% 0.91 $3,868.01–4,530.00 · VW $4,159.29i $229,606,000 SEC
2020   Q3 19,447 0.52 Buy 0.52 $3,158.88–4,318.00 · VW $3,853.33i $79,404,000 SEC
Price snapshot:
Current price$6,437.99
52-week low$5,501.01
52-week high$8,618.28