Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  NVR Inc. (NVR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 13,647 3.29 Reduce 3.30% 0.11 $6,589.83 $89,931,410 SEC
2025   Q4 14,112 3.43 Add 0.26% <0.01 $7,292.77 $102,915,570 SEC
2025   Q3 14,075 3.83 Add 0.26% 0.01 $8,034.66 $113,087,840 SEC
2025   Q2 14,038 3.56 Add 4.06% 0.14 $7,385.66 $103,679,895 SEC
2025   Q1 13,490 3.60 Reduce 0.50% 0.02 $7,244.39 $97,726,821 SEC
2024   Q4 13,558 4.05 Add 1.89% 0.08 $8,178.90 $110,889,526 SEC
2024   Q3 13,307 4.96 Add 0.97% 0.05 $9,811.80 $130,565,623 SEC
2024   Q2 13,179 4.23 Add 0.31% 0.01 $7,588.56 $100,009,632 SEC
2024   Q1 13,138 4.33 Add 3.68% 0.15 $8,099.96 $106,417,274 SEC
2023   Q4 12,672 4.17 Reduce 0.02% <0.01 $7,000.45 $88,709,702 SEC
2023   Q3 12,674 4.10 Add 0.51% 0.02 $5,963.30 $75,578,864 SEC
2023   Q2 12,610 4.21 Add 3.99% 0.16 $6,350.62 $80,081,318 SEC
2023   Q1 12,126 4.07 Reduce 2.91% 0.10 $5,572.19 $67,568,376 SEC
2022   Q4 12,489 3.56 Reduce 1.63% 0.06 $4,612.58 $57,606,512 SEC
2022   Q3 12,696 3.43 Reduce 23.11% 1.01 $3,987.08 $50,620,000 SEC
2022   Q2 16,512 4.36 Add 4.96% 0.21 $4,004.12 $66,116,000 SEC
2022   Q1 15,731 3.97 Add 0.70% 0.03 $4,467.29 $70,275,000 SEC
2021   Q4 15,622 4.92 Add 1.60% 0.08 $5,908.85 $92,308,000 SEC
2021   Q3 15,376 4.40 Add 1.87% 0.08 $4,794.09 $73,714,000 SEC
2021   Q2 15,094 4.57 Add 3.75% 0.17 $4,973.30 $75,067,000 SEC
2021   Q1 14,549 4.58 Add 1.76% 0.08 $4,710.91 $68,539,000 SEC
2020   Q4 14,297 4.47 Add 2.41% 0.11 $4.08 $58,330 SEC
2020   Q3 13,960 5.23 Reduce 1.11% 0.05 $4,083.09 $57,000,000 SEC
2020   Q2 14,116 4.57 Add 1.71% 0.08 $3,258.78 $46,001,000 SEC
2020   Q1 13,878 4.54 Reduce 8.07% 0.42 $2,569.10 $35,654,000 SEC
2019   Q4 15,096 5.20 Add 4.40% 0.22 $3,808.43 $57,492,000 SEC
2019   Q3 14,460 5.36 Add 1.03% 0.05 $3,717.36 $53,753,000 SEC
2019   Q2 14,312 4.87 Add 4.32% 0.20 $3,370.25 $48,235,000 SEC
2019   Q1 13,719 4.35 Add 2.42% 0.10 $2,766.97 $37,960,000 SEC
2018   Q4 13,395 4.30 Add 91.00% 2.05 $2,436.95 $32,643,000 SEC
2018   Q3 7,013 2.08 Buy 2.08 $2,470.84 $17,328,000 SEC