Valeo Financial Advisors, LLC

Position in NVR — Nvr Inc

CIK 1722641 CARMEL, IN

Position in NVR

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$265,722

New position

Shares Held

39

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#542

of 679 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $1,850,112 across 4 Residential Construction names. NVR ranks #4 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	8,737	$790,611
2	DHI	Horton D R Inc /De/	2,635	$429,188
3	TOL	Toll Brothers, Inc.	2,213	$364,591
4	NVR	Nvr Inc This page	39	$265,722

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,722	39	—	Shares	Sole	2026-07-08
No filing history on record for this holder in this stock.