← Top Holdings

NVRNVR INC

CUSIP: 62944T105

🔥 Bought by 2 superinvestors this quarter

4

Guru Owners

$272.5M

Total Value Held

37,369

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Francois Rochon	Giverny Capital	14112	$102.9M	3.43%	$7292.77	Q4 2025
Tom Gayner	Markel Group	12007	$87.6M	0.70%	$7292.77	Q4 2025
Warren Buffett	Berkshire Hathaway	11112	$81.0M	0.03%	$7292.77	Q4 2025
Ray Dalio	Bridgewater Associates	138	$1.0M	0.00%	$7292.77	Q4 2025

Francois Rochon

$102.9M

3.43%

$87.6M

0.70%

$81.0M

0.03%

$1.0M

0.00%

📊 Fundamentals

Market Cap$19.8B

P/E Ratio15.9x

Near market avg

Forward P/E15.4x

P/FCF17.0x

EPS (TTM)$436.32

Revenue (TTM)$10.4B

Profit Margin12.84%

Beta1.04

52-Week Range

$6562.85

$8618.28

Current: $6958.83

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 15.9x trailing earnings → 15.4x forward · 12.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '254 owners · $272.5M

INCREASEDFrancois Rochon$102.9M

INCREASEDTom Gayner$87.6M

REDUCEDRay Dalio$1.0M

Q3 '254 owners · $299.3M

INCREASEDFrancois Rochon$113.1M

INCREASEDRay Dalio$1.4M

Q2 '254 owners · $274.7M

INCREASEDFrancois Rochon$103.7M

INCREASEDTom Gayner$87.9M

NEWWarren Buffett$82.1M

REDUCEDRay Dalio$1.1M

Q1 '253 owners · $194.9M

REDUCEDFrancois Rochon$97.7M

INCREASEDTom Gayner$86.1M

INCREASEDRay Dalio$11.1M

SOLDWarren Buffett

Q4 '244 owners · $310.8M

INCREASEDFrancois Rochon$110.9M

INCREASEDTom Gayner$96.6M

REDUCEDRay Dalio$12.4M

Q3 '244 owners · $359.2M

INCREASEDFrancois Rochon$130.6M

INCREASEDTom Gayner$114.8M

REDUCEDRay Dalio$4.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

6%analyst est. 5.8%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

11.1%current: 11.1%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

NVR: Held by 4 superinvestors · 9 congress member trades

$1,001 - $15,0002025-11-20

$1,001 - $15,0002025-10-30

$1,001 - $15,0002025-10-08

$1,001 - $15,0002025-06-20

$1,001 - $15,0002025-04-23

$1,001 - $15,0002025-04-15

$1,001 - $15,0002025-03-19

$1,001 - $15,0002025-03-12

SELLRob BresnahanR

$1,001 - $15,0002025-01-13