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North Growth Management Ltd. → NVR

North Growth Management Ltd. NVR Position History

NVR, Inc. • Consumer Cyclical

Quarters held
5
Latest value
$10M
Q3 2026
Peak value
$11.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.3M
Q4 2025$10.3M
Q1 2026$10.5M
Q2 2026$10.9M
Q3 2026$10M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10M2.0K——
Q2 2026$10.9M2.0K——
Q1 2026$10.5M2.0K——
Q4 2025$10.3M1.0K——
Q3 2025$11.3M1.0K——

Other funds holding NVR

Other North Growth Management Ltd. positions

AMAT

APPLIED MATERIALS

$65.8M
CIEN

CIENA

$61M
JBL

JABIL

$57.9M
CIEN

CIENA

$57.7M
CIEN

CIENA

$55.5M
LITE

LUMENTUM

$48.5M
CIEN

CIENA

$47.3M
JBL

JABIL

$47M