中文
Value GiantsValue investors’ 13F holdings, as a whole
Q2 2026 13FData as of Aug 18, 2026
NVR · Industrials

NVR Inc

Q2 2026: held by 4 giants, composite weight 0.13%, consensus rank 170; this quarter 1 bought and 1 sold. Quarter-end price $6,813 (Jun 30, 2026).

Giants holding
4
previous quarter 4
Composite weight
0.13%
consensus rank 170
Quarter-end price
$6,813
Jun 30, 2026
Avg est. costest.
$4,429
vs quarter-end price +54%
I

Held by 4 Giants

Sorted by portfolio weight; click a name for that giant’s holding history.

How to Read This

Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price. 13F does not show actual trade prices.

GiantWeightSharesValueFirst boughtQuarters heldEst. avg costvs costThis quarter
Bill Smead4.1%28.2K$192.5MQ4 201351$4,434est.+54%Added
Francois Rochon3.0%13.2K$90.2MQ3 201832$3,568est.+91%Trimmed
Tom Gayner0.6%12.1K$82.4MQ4 201831$3,752est.+82%Held
Warren Buffett / Greg Abel0.0%11.1K$75.7MQ2 202313$5,961est.+14%Held
II

Cost Map: 4 of 4 Giants Have an Estimated Cost Below the Quarter-End Price

One row per giant: the dot is the estimated average cost (bigger = heavier weight); the gold line is the latest quarter-end price.

cost below price (paper gain)cost above price (paper loss)quarter-end price
Cost Map$4,000$5,000$6,000$7,000Francois RochonTom GaynerBill SmeadWarren Buffett / Gr…
III

Quarter-End Price (Split-Adjusted)

From Q1 1999, the first quarter a giant held it; hover for holders, buyers and sellers that quarter.

How to Read This

Prices are 13F quarter-end value ÷ shares, roughly the quarter’s closing price, not live prices; prices before splits are converted to today’s share count.

Quarter-End Price$0.00$2,500$5,000$7,500Q1 1999Q4 2001Q3 2004Q2 2007Q1 2010Q4 2012Q3 2015Q2 2018Q1 2021Q2 2026
IV

More Giants or Fewer

Giants Holding

Giants Holding01234Q1 1999Q4 2001Q3 2004Q2 2007Q1 2010Q4 2012Q3 2015Q2 2018Q1 2021Q2 2026

Buyers and Sellers (Last 20 Quarters)

BoughtSold
Buyers and Sellers Each Quarter202Q3 2021Q1 2022Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026

Composite Weight (Hover for Rank)

Composite Weight0.0%0.2%0.4%Q1 1999Q4 2001Q3 2004Q2 2007Q1 2010Q4 2012Q3 2015Q2 2018Q1 2021Q2 2026
V

Holding History

Open a giant: when the holding began, which quarters it changed, and how the estimated cost moved. The table lists quarters with trades plus the latest quarter.

How to Read This

In the chart, prices and cost are converted to today’s share count (split-adjusted); the table shows each quarter’s own figures. Est. trade price = (start + end price) ÷ 2, only a rough level.

Bill Smead 4.1% · since Q4 2013

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$2,500$5,000$7,500Q4 2013Q2 2015Q4 2016Q2 2018Q4 2019Q2 2021Q4 2022Q2 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+6.7K28.2K4.1%$6,590 → $6,813$6,702$4,434
Q1 2026Trimmed−3.2K21.5K3.1%$7,293 → $6,590$6,941$3,727
Q4 2025Trimmed−1.7K24.7K3.7%$8,035 → $7,293$7,664$3,727
Q3 2025Trimmed−2.0K26.5K4.1%$7,386 → $8,035$7,710$3,727
Q2 2025Trimmed−3.8K28.5K4.2%$7,244 → $7,386$7,315$3,727
Q1 2025Trimmed−3.1K32.3K4.0%$8,179 → $7,244$7,712$3,727
Q4 2024Trimmed−86335.4K4.5%$9,812 → $8,179$8,995$3,727
Q3 2024Added+1.2K36.2K5.1%$7,589 → $9,812$8,700$3,727
Q2 2024Added+1.8K35.0K4.1%$8,100 → $7,589$7,844$3,553
Q1 2024Trimmed−6.3K33.2K4.2%$7,000 → $8,100$7,550$3,316
Q4 2023Added+27739.5K4.9%$5,963 → $7,000$6,482$3,316
Q3 2023Trimmed−1.3K39.2K4.8%$6,351 → $5,963$6,157$3,294
Q2 2023Trimmed−13.5K40.5K5.1%$5,572 → $6,351$5,961$3,294
Q1 2023Added+1.4K54.0K6.0%$4,613 → $5,572$5,092$3,294
Q4 2022Added+4.5K52.6K5.2%$3,987 → $4,613$4,300$3,246
Q3 2022Added+76148.0K5.0%$4,004 → $3,987$3,996$3,146
Q2 2022Added+3.2K47.3K4.8%$4,467 → $4,004$4,236$3,133
Q1 2022Added+6.9K44.1K4.6%$5,909 → $4,467$5,188$3,052
Q4 2021Added+6.3K37.1K5.7%$4,794 → $5,909$5,351$2,653
Q3 2021Added+79330.8K5.1%$4,973 → $4,794$4,884$2,100
Q2 2021Added+3.6K30.0K5.2%$4,711 → $4,973$4,842$2,026
Q1 2021Added+46826.4K5.5%$4,080 → $4,711$4,395$1,637
Q4 2020Trimmed−1.2K25.9K6.1%$4,083 → $4,080$4,081$1,587
Q3 2020Trimmed−5.7K27.1K7.0%$3,259 → $4,083$3,671$1,587
Q2 2020Trimmed−2.2K32.9K6.8%$2,569 → $3,259$2,914$1,587
Q1 2020Trimmed−6.7K35.1K6.4%$3,808 → $2,569$3,189$1,587
Q4 2019Trimmed−2.4K41.8K7.1%$3,717 → $3,808$3,763$1,587
Q3 2019Trimmed−1.3K44.1K8.0%$3,370 → $3,717$3,544$1,587
Q2 2019Trimmed−1.3K45.4K7.4%$2,767 → $3,370$3,069$1,587
Q1 2019Trimmed−1.1K46.7K6.6%$2,437 → $2,767$2,602$1,587
Q4 2018Added+7.2K47.8K6.1%$2,471 → $2,437$2,454$1,587
Q3 2018Added+2.9K40.6K4.5%$2,970 → $2,471$2,721$1,433
Q2 2018Trimmed−66737.7K5.3%$2,800 → $2,970$2,885$1,333
Q1 2018Trimmed−6.7K38.4K5.2%$3,508 → $2,800$3,154$1,333
Q4 2017Trimmed−2.2K45.0K7.2%$2,855 → $3,508$3,182$1,333
Q3 2017Trimmed−4.6K47.2K6.4%$2,411 → $2,855$2,633$1,333
Q2 2017Trimmed−13.8K51.8K6.0%$2,107 → $2,411$2,259$1,333
Q1 2017Trimmed−7.9K65.6K7.0%$1,669 → $2,107$1,888$1,333
Q4 2016Trimmed−9.5K73.5K6.2%$1,640 → $1,669$1,654$1,333
Q3 2016Trimmed−5.1K83.0K6.5%$1,780 → $1,640$1,710$1,333
Q2 2016Trimmed−5.4K88.1K7.4%$1,732 → $1,780$1,756$1,333
Q1 2016Trimmed−10.8K93.5K7.0%$1,643 → $1,732$1,688$1,333
Q4 2015Added+28.8K104.3K6.2%$1,525 → $1,643$1,584$1,333
Q3 2015Added+17.4K75.5K6.1%$1,340 → $1,525$1,433$1,238
Q2 2015Added+12.4K58.1K5.1%$1,329 → $1,340$1,334$1,179
Q1 2015Added+11.9K45.7K4.5%$1,275 → $1,329$1,302$1,137
Q4 2014Added+8.1K33.9K4.0%$1,130 → $1,275$1,203$1,080
Q3 2014Added+4.1K25.8K3.1%$1,151 → $1,130$1,140$1,041
Q2 2014Added+4.8K21.7K2.7%$1,147 → $1,151$1,149$1,023
Q1 2014Added+2.1K16.9K2.3%$1,026 → $1,147$1,087$986.67
Q4 2013New+14.8K14.8K2.1%$919.19 → $1,026$972.60$972.60
Francois Rochon 3.0% · since Q3 2018

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$2,000$4,000$6,000$8,000Q3 2018Q3 2019Q3 2020Q3 2021Q3 2022Q3 2023Q3 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−40913.2K3.0%$6,590 → $6,813$6,702$3,568
Q1 2026Trimmed−46513.6K3.3%$7,293 → $6,590$6,941$3,568
Q2 2025Added+54814.0K3.6%$7,244 → $7,386$7,315$3,568
Q1 2025Trimmed−6813.5K3.6%$8,179 → $7,244$7,712$3,415
Q4 2024Added+25113.6K4.1%$9,812 → $8,179$8,995$3,415
Q3 2024Added+12813.3K5.0%$7,589 → $9,812$8,700$3,310
Q1 2024Added+46613.1K4.3%$7,000 → $8,100$7,550$3,258
Q3 2023Added+6412.7K4.1%$6,351 → $5,963$6,157$3,100
Q2 2023Added+48412.6K4.2%$5,572 → $6,351$5,961$3,084
Q1 2023Trimmed−36312.1K4.1%$4,613 → $5,572$5,092$2,970
Q4 2022Trimmed−20712.5K3.6%$3,987 → $4,613$4,300$2,970
Q3 2022Trimmed−3.8K12.7K3.4%$4,004 → $3,987$3,996$2,970
Q2 2022Added+78116.5K4.4%$4,467 → $4,004$4,236$2,970
Q1 2022Added+10915.7K4.0%$5,909 → $4,467$5,188$2,907
Q4 2021Added+24615.6K4.9%$4,794 → $5,909$5,351$2,891
Q3 2021Added+28215.4K4.4%$4,973 → $4,794$4,884$2,851
Q2 2021Added+54515.1K4.6%$4,711 → $4,973$4,842$2,813
Q1 2021Added+25214.5K4.6%$4,080 → $4,711$4,395$2,737
Q4 2020Added+33714.3K4.5%$4,083 → $4,080$4,081$2,708
Q3 2020Trimmed−15614.0K5.2%$3,259 → $4,083$3,671$2,675
Q2 2020Added+23814.1K4.6%$2,569 → $3,259$2,914$2,675
Q1 2020Trimmed−1.2K13.9K4.5%$3,808 → $2,569$3,189$2,671
Q4 2019Added+63615.1K5.2%$3,717 → $3,808$3,763$2,671
Q3 2019Added+14814.5K5.4%$3,370 → $3,717$3,544$2,623
Q2 2019Added+59314.3K4.9%$2,767 → $3,370$3,069$2,613
Q1 2019Added+32413.7K4.4%$2,437 → $2,767$2,602$2,594
Q4 2018Added+6.4K13.4K4.3%$2,471 → $2,437$2,454$2,594
Q3 2018New+7.0K7.0K2.0%$2,970 → $2,471$2,721$2,721
Tom Gayner 0.6% · since Q4 2018

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$2,000$4,000$6,000$8,000Q4 2018Q3 2019Q3 2020Q2 2021Q1 2022Q4 2022Q2 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—12.1K0.6%$6,590 → $6,813—$3,752
Q1 2026Added+8012.1K0.7%$7,293 → $6,590$6,941$3,752
Q4 2025Added+11012.0K0.7%$8,035 → $7,293$7,664$3,730
Q1 2025Added+7011.9K0.8%$8,179 → $7,244$7,712$3,694
Q4 2024Added+11011.8K0.9%$9,812 → $8,179$8,995$3,670
Q4 2022Added+24010.0K0.6%$3,987 → $4,613$4,300$3,111
Q3 2022Added+1309.8K0.6%$4,004 → $3,987$3,996$3,082
Q2 2022Added+1209.7K0.6%$4,467 → $4,004$4,236$3,069
Q2 2020Added+6409.5K0.6%$2,569 → $3,259$2,914$3,055
Q1 2020Added+5008.9K0.4%$3,808 → $2,569$3,189$3,065
Q3 2019Added+1.6K7.3K0.4%$3,370 → $3,717$3,544$2,950
Q2 2019Added+2.3K5.6K0.3%$2,767 → $3,370$3,069$2,776
Q1 2019Added+2.5K3.3K0.2%$2,437 → $2,767$2,602$2,567
Q4 2018New+7707700.0%$2,471 → $2,437$2,454$2,454
Warren Buffett / Greg Abel 0.0% · since Q2 2023

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$5,000$6,000$7,000$8,000$9,000Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Held—11.1K0.0%$6,590 → $6,813—$5,961
Q2 2023New+11.1K11.1K0.0%$5,572 → $6,351$5,961$5,961