Position in NVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,225,789
-$13,210,502 QoQ
Shares Held
2,007
-44.6% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NVR Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Point72 Asset Management, L.P. holds $172,085,180 across 10 Residential Construction names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKY |
Champion Homes, Inc.
|
952,336 | $83,919,848 | |
| 2 | CVCO |
Cavco Industries, Inc.
|
109,528 | $67,291,812 | |
| 3 | DFH |
Dream Finders Homes, Inc.
|
457,332 | $7,893,550 | |
| 4 | LGIH |
LGI Homes, Inc.
|
71,200 | $4,534,016 | |
| 5 | LEN |
Lennar Corp /New/
|
29,118 | $2,583,057 | |
| 6 | MTH |
Meritage Homes CORP
|
30,710 | $2,575,033 | |
| 7 | HOV |
Hovnanian Enterprises Inc
|
11,910 | $1,696,103 | |
| 8 | LEGH |
Legacy Housing Corp
|
44,576 | $1,171,011 |
All Filings in NVR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,225,789 | 2,007 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,436,291 | 3,625 | Shares | Defined | 2026-02-17 | |
| 2024-09-30 | $14,128,991 | 1,440 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,960,431 | 2,235 | Shares | Defined | 2024-09-16 | |
| 2023-03-31 | $4,140,137 | 743 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,378,305 | 2,250 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $5,302,816 | 1,330 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,809,107 | 2,200 | Shares | Defined | 2022-08-15 | |
| 2020-12-31 | $5,548,609 | 1,360 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,381,187 | 1,073 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $13,774,736 | 4,227 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||