NVR
Nvr Inc
4 super-investors hold NVR worth a combined $258M. The largest position: Francois Rochon at 3.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #375 of 724 scored stocks.
Why super-investors own NVR
Four members of the cohort hold NVR with a combined $258M, though the ownership count has been essentially static at two for most of the past two years before recently reaching four — suggesting the base has quietly expanded without fanfare. Francois Rochon carries the highest conviction at 3.3% of his portfolio ($90M), followed by Thomas Gayner at $80M. Warren Buffett and Joel Greenblatt each hold negligible-weight positions at $73M and $15M respectively relative to their portfolio sizes. Activity in 2026Q1 was zero across the board — no adds, trims, new entrants, or exits — pointing to a steady-hold posture rather than building enthusiasm. Interest is stable but not accelerating.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Francois Rochon | 3.3% | 31q | $90M | 13,647 |
| 2 | Thomas Gayner | 0.7% | 30q | $80M | 12,087 |
| 3 | Warren Buffett | <0.1% | 12q | $73M | 11,112 |
| 4 | Joel Greenblatt | <0.1% | 35q | $15M | 2,352 |
Owners of NVR also hold
Long US equity 13F-HR filings only. CUSIP 62944T105. Not investment advice.