L3VLUP
Quarter end
30 Jun 2024
the date the book describes
Filed
16 Sep 2024
latest of these filings; the earliest 2 Aug 2024
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 18 listed it in both
Shares listed
374,477
combined, among listed positions
Reported value
$2.8bn
combined, at the quarter end

Among the 94 comparable managers: 11 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing NVR in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Capital Research Global Investors96,277$731m0.16%Added+4113 Aug 2024 (the filing on sec.gov)
Wellington Management Group LLP62,448$474m0.08%Trimmed-7,70714 Aug 2024 (the filing on sec.gov)
Capital World Investors40,312$306munder 0.1%Trimmed-19,60213 Aug 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc33,354$253munder 0.1%Added+4414 Aug 2024 (the filing on sec.gov)
Artisan Partners LP23,923$182m0.27%Added+1,73912 Aug 2024 (the filing on sec.gov)
Citadel Advisors LLC22,239$169munder 0.1%Added+2,19314 Aug 2024 (the filing on sec.gov)
Acadian Asset Management LLC14,136$107m0.33%Trimmed-2356 Aug 2024 (the filing on sec.gov)
AQR Capital Management LLC13,229$100m0.15%Trimmed-64014 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP11,759$89munder 0.1%Trimmed-61214 Aug 2024 (the filing on sec.gov)
Markel Group Inc11,529$87m0.86%Added+1802 Aug 2024 (the filing on sec.gov)
Berkshire Hathaway Inc11,112$84munder 0.1%Held014 Aug 2024 (the filing on sec.gov)
Voloridge Investment Management LLC8,990$68m0.25%Newnew14 Aug 2024 (the filing on sec.gov)
Man Group PLC7,934$60m0.15%Trimmed-4,27714 Aug 2024 (the filing on sec.gov)
Arrowstreet Capital LP6,675$51munder 0.1%Trimmed-92414 Aug 2024 (the filing on sec.gov)
Two Sigma Investments LP3,100$24m0.05%Newnew14 Aug 2024 (the filing on sec.gov)
Holocene Advisors LP2,538$19m0.08%Trimmed-2,05914 Aug 2024 (the filing on sec.gov)
Point72 Asset Management LP2,235$17munder 0.1%Newnew16 Sep 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP754$5.7munder 0.1%Added+23413 Aug 2024 (the filing on sec.gov)
Moore Capital Management LP728$5.5m0.10%Trimmed-53114 Aug 2024 (the filing on sec.gov)
Woodline Partners LP521$4.0munder 0.1%Trimmed-1,42814 Aug 2024 (the filing on sec.gov)
Bridgewater Associates LP512$3.9munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP130$987kunder 0.1%Newnew14 Aug 2024 (the filing on sec.gov)
Winton Group Ltd42$319kunder 0.1%Trimmed-1769 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
20 in Q3 2024 to 12 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NVR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20138$581mn.a.n.a.
Q3 20137$611mn.a.n.a.
Q4 20136$452mn.a.n.a.
Q1 20145$331mn.a.n.a.
Q2 20145$372mn.a.n.a.
Q3 20146$456mn.a.n.a.
Q4 20147$407mn.a.n.a.
Q1 20154$413mn.a.n.a.
Q2 20155$366mn.a.n.a.
Q3 20156$302mn.a.n.a.
Q4 20157$345mn.a.n.a.
Q1 20166$373mn.a.n.a.
Q2 20165$371mn.a.n.a.
Q3 20166$399mn.a.n.a.
Q4 20164$379mn.a.n.a.
Q1 20176$513mn.a.n.a.
Q2 20177$957mn.a.n.a.
Q3 20179$1.2bnn.a.n.a.
Q4 201712$1.5bnn.a.n.a.
Q1 201811$1.3bnn.a.n.a.
Q2 201811$1.3bnn.a.n.a.
Q3 201813$1.2bnn.a.n.a.
Q4 201817$1.4bnn.a.n.a.
Q1 201912$1.6bnn.a.n.a.
Q2 201913$2.3bnn.a.n.a.
Q3 201922$2.6bnn.a.n.a.
Q4 201919$2.3bnn.a.n.a.
Q1 202019$1.4bnn.a.n.a.
Q2 202021$2.0bnn.a.n.a.
Q3 202018$2.7bnn.a.n.a.
Q4 202020$2.5bnn.a.n.a.
Q1 202115$2.6bnn.a.n.a.
Q2 202110$2.1bnn.a.n.a.
Q3 202111$2.0bnn.a.n.a.
Q4 202114$2.6bnn.a.n.a.
Q1 202212$1.6bnn.a.n.a.
Q2 202212$1.4bnn.a.n.a.
Q3 202214$1.5bnn.a.n.a.
Q4 202214$1.9bnn.a.n.a.
Q1 202315$2.3bnn.a.n.a.
Q2 202319$3.0bnn.a.n.a.
Q3 202319$2.9bnn.a.n.a.
Q4 202321$3.0bn812
Q1 202423$3.5bn1211
Q2 202423$2.8bn1113
Q3 202420$3.7bn138
Q4 202414$2.8bn94
Q1 202515$2.2bn95
Q2 202516$2.4bn115
Q3 202513$2.6bn65
Q4 202513$2.3bn2315
Q1 202613$1.9bn1917
Q2 202612$2.2bn1817

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NVR and KLAC →NVR and GE →NVR and LRCX →Choose a stock to compare with NVR →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NVR, latest filings →Back to the 13F Explorer →