MORGAN STANLEY

Position in NVR — Nvr Inc

CIK 895421 NEW YORK, NY

Back to NVR Full portfolio

Position in NVR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$217,340,634

+$5,273,321 QoQ

Shares Held

31,899

-0.9% QoQ

Ownership

1.20%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#14

of 679 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Common Shares in NVR Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $2,146,276,330 across 19 Residential Construction names. NVR ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	3,696,034	$602,010,011
2	PHM	Pultegroup Inc/Mi/	2,565,379	$351,995,644
3	LEN	Lennar Corp /New/	3,730,132	$337,205,418
4	NVR	Nvr Inc This page	31,899	$217,340,634
5	TOL	Toll Brothers, Inc.	1,156,108	$190,468,786
6	IBP	Installed Building Products, Inc.	636,759	$146,352,684
7	MTH	Meritage Homes CORP	804,790	$67,481,635
8	KBH	Kb Home	907,781	$56,818,009

All Filings in NVR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,340,634	31,899	-0.9%	Shares	Defined	2026-08-13
2026-03-31	$212,067,313	32,181	+2.9%	Shares	Defined	2026-05-15
2025-12-31	$228,183,475	31,289	+2.7%	Shares	Defined	2026-05-27
2025-09-30	$244,848,228	30,474	-3.9%	Shares	Defined	2026-05-27
2025-06-30	$234,221,436	31,713	+5.6%	Shares	Defined	2025-08-15
2025-03-31	$217,462,095	30,018	+2.5%	Shares	Defined	2025-05-15
2024-12-31	$239,486,362	29,281	+4.1%	Shares	Defined	2025-05-15
2024-09-30	$275,956,862	28,125	+11.7%	Shares	Defined	2025-05-14
2024-06-30	$191,034,404	25,174	+0.8%	Shares	Defined	2025-05-14
2024-03-31	$202,345,093	24,981	+4.4%	Shares	Defined	2024-10-17
2023-12-31	$167,485,765	23,925	+0.3%	Shares	Defined	2024-08-16
2023-09-30	$142,308,179	23,864	+5.4%	Shares	Defined	2023-11-15
2023-06-30	$143,835,188	22,649	-13.4%	Shares	Defined	2023-08-14
2023-03-31	$145,707,185	26,149	-2.0%	Shares	Defined	2023-05-15
2022-12-31	$123,035,955	26,674	+37.3%	Shares	Defined	2023-02-14
2022-09-30	$77,484,909	19,434	-1.4%	Shares	Defined	2022-11-14
2022-06-30	$78,897,568	19,704	+51.3%	Shares	Defined	2022-10-27
2022-03-31	$58,195,123	13,027	-15.8%	Shares	Defined	2022-10-27
2021-12-31	$91,368,853	15,463	+39.0%	Shares	Defined	2022-02-14
2021-09-30	$53,348,520	11,128	-23.6%	Shares	Defined	2021-11-15
2021-06-30	$72,441,080	14,566	+46.2%	Shares	Defined	2021-08-23
2021-03-31	$46,944,415	9,965	-21.5%	Shares	Defined	2021-05-17
2020-12-31	$51,822,377	12,702	-35.9%	Shares	Defined	2021-02-16
2020-09-30	$80,923,352	19,819	-0.2%	Shares	Defined	2020-11-13
2020-06-30	$64,689,444	19,851	+103.9%	Shares	Defined	2020-08-14
2020-03-31	$25,010,285	9,735	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.