NVR β€” NVR INC

Ownership history in WINTON GROUP Ltd  Β·  39 quarters on record

This page tracks every 13F SEC filing in which WINTON GROUP Ltd reported a position in NVR INC (NVR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.71% (2019 Q2)
πŸ“Š Avg. % of fund
0.25%
πŸ“… First filed
2014 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
39

Position Intelligence

WINTON GROUP Ltd Γ— NVR AI Analytics

πŸ“ˆ WINTON GROUP Ltd outperformed the S&P 500 by +9.4% annually on this NVR position. Timing score: 41% (15/37 decisions correct). Average cost basis: $1870.96. Maximum drawdown during holding period: –32.5%.

πŸ“ˆ Position Alpha vs SPY
+9.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 9.4% per year on this position.
38 quarters analyzed

⏱️ Timing Score
41%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
15 of 37 add/trim decisions correct

πŸ’° Entry Quality
$1870.96
+329.4% vs current ($8034.66)

Best entry: $1130.02 (2014 Q3)  Β·  Worst: $9811.80 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–32.5%
max drawdown while held

πŸ’ͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

19 adds Β· 19 trims. Bought during 6 of 12 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NVR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 29 -101 -77.7% 0.01% $233K $8034.66
2025 Q2 ADDED 130 +74 +132.1% 0.05% $960K $7385.66
2024 Q3 ADDED 56 +14 +33.3% 0.04% $549K $9811.80
2024 Q2 REDUCED 42 -176 -80.7% 0.02% $319K $7588.56
2024 Q1 ADDED 218 +59 +37.1% 0.12% $1.8M $8099.96
2023 Q4 REDUCED 159 -46 -22.4% 0.08% $1.1M $7000.45
2023 Q3 ADDED 205 +27 +15.2% 0.10% $1.2M $5963.30
2023 Q2 REDUCED 178 -746 -80.7% 0.09% $1.1M $6350.62
2023 Q1 ADDED 924 +48 +5.5% 0.31% $5.1M $5572.19
2022 Q4 REDUCED 876 -166 -15.9% 0.27% $4.0M $4612.58
29 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
← Back to WINTON GROUP Ltd Holdings