8
NVR
NVR INC · Industrials
Consensus score 8/100 · #71 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-7.7%
21-day momentum
-8.4%
recent volume
1.32×
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
-10.6%
30-wk MA slope
-3.5%
rel. strength
-23.5
52-wk range
9%
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
$596M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Smead Capital Concentrated | 4.1% | $192M | ADD |
| Marshfield Associates Concentrated | 3.2% | $137M | TRIM |
| Giverny Capital Quality compounder | 3.0% | $90M | TRIM |
| Broad Run Investment Mgmt Concentrated | 2.8% | $18M | HOLD |
| Markel Group Concentrated | 0.6% | $82M | HOLD |
| Berkshire Hathaway Quality compounder | 0.0% | $76M | 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.