5
NVR
NVR INC · Industrials
Consensus score 5/100 · #92 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-09
vs 50-day avg
+3.7%
21-day momentum
+4.7%
recent volume
0.77×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-6.3%
30-wk MA slope
-1.5%
rel. strength
-21.2
52-wk range
31%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
6
tracked managers
New this Q
0
opened a position
Avg weight
2.3%
of their portfolios
Combined value
$570M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Marshfield Associates Concentrated | 3.4% | $168M | TRIM |
| Giverny Capital Quality compounder | 3.3% | $90M | TRIM |
| Broad Run Investment Mgmt Concentrated | 3.1% | $18M | TRIM |
| Smead Capital Concentrated | 3.1% | $142M | TRIM |
| Markel Group Concentrated | 0.7% | $80M | ADD |
| Berkshire Hathaway Quality compounder | 0.0% | $73M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.