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Disclosery

PYA Waltman Capital, LLC: NVR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PYA Waltman Capital, LLC on NVR, newest first. How the timeline and the estimate are built.

PYA Waltman Capital, LLC held 517 NVR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 517 shares
    Change vs previous 13F -6 shares

    0.84% of the 13F portfolio, value $3,522,528.

    13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 523 shares
    Change vs previous 13F -6 shares

    0.96% of the 13F portfolio, value $3,446,481.

    13F-HR 0001800135-26-000002 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 529 shares
    Change vs previous 13F -18 shares

    1.04% of the 13F portfolio, value $3,857,875.

    13F-HR 0001800135-26-000001 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 547 shares
    Change vs previous 13F +10 shares

    1.18% of the 13F portfolio, value $4,394,959.

    13F-HR 0001800135-25-000011 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 537 shares
    Change vs previous 13F +41 shares

    1.14% of the 13F portfolio, value $3,966,099.

    13F-HR 0001800135-25-000008 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 496 shares
    Change vs previous 13F -27 shares

    1.13% of the 13F portfolio, value $3,593,217.

    13F-HR 0001800135-25-000007 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 523 shares
    Change vs previous 13F +88 shares

    1.38% of the 13F portfolio, value $4,277,565.

    13F-HR 0001800135-25-000001 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 435 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $4,268,133.

    13F-HR 0001800135-24-000006 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).