Smead Capital Management, Inc.

Position in NVR — Nvr Inc

CIK 1427008 Phoenix, AZ

Position in NVR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$192,464,920

+$50,533,160 QoQ

Shares Held

28,248

+31.2% QoQ

Ownership

1.06%

of shares outstanding

% of Portfolio

4.13%

of 13F equity value

Holder Rank

#18

of 679 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Smead Capital Management, Inc. holds $605,642,942 across 3 Residential Construction names. NVR ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	1,414,221	$230,348,316
2	NVR	Nvr Inc This page	28,248	$192,464,920
3	LEN	Lennar Corp /New/	2,020,441	$182,829,706

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$192,464,920	28,248	+31.2%	Shares	Sole	2026-08-11
2026-03-31	$141,931,760	21,538	-13.0%	Shares	Sole	2026-05-14
2025-12-31	$180,459,593	24,745	-6.5%	Shares	Sole	2026-02-09
2025-09-30	$212,613,178	26,462	-7.1%	Shares	Sole	2025-11-10
2025-06-30	$210,387,916	28,486	-11.8%	Shares	Sole	2025-08-14
2025-03-31	$233,870,645	32,283	-8.7%	Shares	Sole	2025-05-14
2024-12-31	$289,165,005	35,355	-2.4%	Shares	Sole	2025-02-12
2024-09-30	$355,363,765	36,218	+3.5%	Shares	Sole	2024-11-07
2024-06-30	$265,561,660	34,995	+5.5%	Shares	Sole	2024-08-09
2024-03-31	$268,602,773	33,161	-16.0%	Shares	Sole	2024-07-16
2023-12-31	$276,384,774	39,481	+0.7%	Shares	Sole	2024-01-31
2023-09-30	$233,785,205	39,204	-3.1%	Shares	Sole	2023-11-13
2023-06-30	$256,996,894	40,468	-25.0%	Shares	Sole	2023-08-11
2023-03-31	$300,647,506	53,955	+2.7%	Shares	Sole	2023-05-12
2022-12-31	$242,404,921	52,553	+9.4%	Shares	Sole	2023-02-10
2022-09-30	$191,507,431	48,032	+1.6%	Shares	Sole	2022-11-10
2022-06-30	$189,279,697	47,271	+7.3%	Shares	Sole	2022-08-12
2022-03-31	$196,836,850	44,062	+18.7%	Shares	Sole	2022-05-13
2021-12-31	$219,349,075	37,122	+20.5%	Shares	Sole	2022-02-14
2021-09-30	$147,676,843	30,804	+2.6%	Shares	Sole	2021-11-12
2021-06-30	$149,253,700	30,011	+13.8%	Shares	Sole	2021-07-30
2021-03-31	$124,208,385	26,366	+1.8%	Shares	Sole	2021-05-04
2020-12-31	$105,660,216	25,898	-4.6%	Shares	Sole	2021-02-03
2020-09-30	$110,844,461	27,147	-17.4%	Shares	Sole	2020-11-04
2020-06-30	$107,076,007	32,858	-6.4%	Shares	Sole	2020-08-10
2020-03-31	$90,162,918	35,095	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.