Polymer Capital Management (US) LLC

Position in NVR — Nvr Inc

CIK 1973324 NEW YORK, NY

Position in NVR

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

Position Value

$490,564

-$550,629 QoQ

Shares Held

-54.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#454

of 679 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $8,243,788 across 4 Residential Construction names. NVR ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	28,687	$4,672,538
2	CVCO	Cavco Industries, Inc.	2,594	$1,593,701
3	MHO	M/I Homes, Inc.	9,248	$1,486,985
4	NVR	Nvr Inc This page	72	$490,564

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$490,564	72	-54.4%	Shares	Sole	2026-08-14
2026-03-31	$1,041,193	158	-51.7%	Shares	Sole	2026-05-14
2025-12-31	$2,384,735	327	-8.9%	Shares	Sole	2026-02-17
2025-09-30	$2,884,443	359	+412.9%	Shares	Sole	2025-11-14
2025-06-30	$516,996	70	+100.0%	Shares	Sole	2025-08-14
2025-03-31	$253,553	35	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.