Position in NVR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$316,311
+$97,528 QoQ
Shares Held
48
+60.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in NVR Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $23,603,683 across 20 Residential Construction names. NVR ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
59,021 | $8,054,595 | |
| 2 | LEN |
Lennar Corp /New/
|
64,605 | $5,606,908 | |
| 3 | DHI |
Horton D R Inc /De/
|
40,426 | $5,547,255 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
12,273 | $1,443,427 | |
| 5 | MHO |
M/I Homes, Inc.
|
3,532 | $432,493 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
6,225 | $401,201 | |
| 7 | SKY |
Champion Homes, Inc.
|
5,366 | $399,069 | |
| 8 | MTH |
Meritage Homes CORP
|
6,145 | $380,006 |
All Filings in NVR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $316,311 | 48 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $218,783 | 30 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $216,935 | 27 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $140,327 | 19 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $173,865 | 24 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $196,293 | 24 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $206,047 | 21 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $113,828 | 15 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $121,499 | 15 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $98,006 | 14 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $59,632 | 10 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $57,155 | 9 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $50,149 | 9 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $55,350 | 12 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $27,909 | 7 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $28,028 | 7 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $8,934 | 2 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||