What smart money is saying about NVR Inc.
NVR
No fund has written a full thesis on NVR Inc. in our archive, but 2 fund letters report a position in it — most recently Bretton Fund in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q4 2024 and Q3 2026, 2 fund letters reported a position in NVR Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsBretton FundSeptember 2026
Listed in Bretton Fund’s reported holdings.
NVR Inc. - December 2024
“Other bottom contributors included CubeSmart, NVR and Huntington Ingalls Industries. Shares of self-storage real estate investment trust (REIT) CubeSmart and homebuilder NVR were pressured in Q4 against a backdrop of rising 10- year Treasury yields, which are likely to impact the housing market and slow home sales. NVR is also seeing signs of slowing entry-level buyer demand.”
NVR Inc.
Read the letters behind these NVR Inc. positions
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