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 | 41,220 | $304,436,905 | -1% | 1.4% |
2. | Giverny Capital Francois Rochon | 14,038 | $103,679,895 | +5% | 3.56% |
3. | Markel Gayner Asset Management Tom Gayner | 11,897 | $87,867,198 | +1% | 0.74% |
4. | Berkshire Hathaway Warren Buffett | 11,112 | $82,069,454 | 0.03% | |
5. | Holocene Advisors Brandon Haley | 10,044 | $74,181,569 | +68% | 0.18% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$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 | |
$3,000.00 | 75 | $225,000.00 | 75 | 2020-05-12 | 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. | 7,487 | $60,155,499 | 0.08% | |
2. | 1,978 | $15,892,557 | 5.77% | |
3. | 839 | $6,741,080 | 0.11% | |
4. | 731 | $5,873,336 | 0.04% | |
5. | 655 | $5,262,702 | 0.01% |