NVR, Inc. (NVR): A Bull Case Theory
We came across a bullish thesis on NVR, Inc. on Invest in Quality’s Substack by Invest In Assets. In this article, we will summarize the bulls’ thesis on NVR.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 40,118 | $322,334,490 | -3% | 1.53% |
| 2. | Citadel Investment Group Ken Griffin | 19,215 | $154,385,991 | +319% | 0.02% |
| 3. | Giverny Capital Francois Rochon | 14,075 | $113,087,840 | +1% | 3.83% |
| 4. | Markel Gayner Asset Management Tom Gayner | 11,897 | $95,588,351 | 0.78% | |
| 5. | Berkshire Hathaway Warren Buffett | 11,112 | $89,281,142 | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $7,068.05 | 14 | $98,952.70 | 14 | 2025-11-03 | Filing | |
| $4,365.45 | 25 | $109,136.25 | 100 | 2022-08-10 | Filing | |
| $4,860.00 | 100 | $486,000.00 | 212 | 2021-10-25 | Filing | |
| $3,919.98 | 17 | $66,639.66 | 18 | 2020-10-28 | Filing | |
| $4,211.37 | 30 | $126,341.10 | 125 | 2020-10-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8,082.44 | 200 | $1,616,488.00 | 75 | 2025-08-26 | Filing | |
| $8,231.74 | 50 | $411,587.00 | 75 | 2025-08-22 | Filing | |
| $8,100.00 | 600 | $4,860,000.00 | 208 | 2025-08-13 | Filing | |
| $7,850.28 | 125 | $981,285.00 | 386 | 2025-08-04 | Filing | |
| $7,529.89 | 500 | $3,764,945.00 | 550 | 2025-02-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 332,895 | $2,674,698,141 | 0.04% | |
| 2. | 300,696 | $2,415,991,200 | 0.04% | |
| 3. | 133,807 | $1,075,093,751 | 0.04% | |
| 4. | 133,003 | $1,068,633,884 | 0.2% | |
| 5. | 75,528 | $610,314,370 | 0.04% |