Balyasny Asset Management L.P.

Position in NVR — Nvr Inc

CIK 1218710 Chicago, IL

Position in NVR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,848,001

+$2,459,202 QoQ

Shares Held

418

+608.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#248

of 679 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $212,949,435 across 15 Residential Construction names. NVR ranks #10 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	397,377	$64,724,765
2	TOL	Toll Brothers, Inc.	287,889	$47,429,712
3	KBH	Kb Home	608,767	$38,102,726
4	MTH	Meritage Homes CORP	273,317	$22,917,630
5	PHM	Pultegroup Inc/Mi/	107,295	$14,721,946
6	SKY	Champion Homes, Inc.	69,994	$6,167,871
7	LGIH	LGI Homes, Inc.	76,590	$4,877,251
8	BZH	Beazer Homes USA Inc	109,859	$3,081,544

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,848,001	418	+608.5%	Shares	Sole	2026-08-14
2026-03-31	$388,799	59	+40.5%	Shares	Sole	2026-05-15
2025-12-31	$306,296	42	-93.9%	Shares	Sole	2026-02-17
2024-12-31	$5,618,904	687	+1126.8%	Shares	Sole	2025-02-14
2024-03-31	$453,597	56	-16.4%	Shares	Sole	2024-05-13
2023-12-31	$469,030	67	-18.3%	Shares	Other	2024-02-14
2023-09-30	$488,990	82	-73.1%	Shares	Sole	2023-11-14
2022-09-30	$1,216,059	305	-18.4%	Shares	Sole	2022-11-15
2021-03-31	$1,761,887	374	+13.3%	Shares	Sole	2021-05-17
2020-12-31	$1,346,353	330	-95.1%	Shares	Sole	2021-02-16
2020-03-31	$17,282,403	6,727	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.