Castleview Partners, LLC NVR — NVR

Ownership history in Castleview Partners, LLC  ·  20 quarters on record

AI Ownership Summary

Castleview Partners, LLC reported NVR (NVR) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.47% in 2024 Q4. The latest visible filing shows NVR at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Castleview Partners, LLC's position in NVR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NVR was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVR stock page Castleview Partners, LLC fund profile Castleview Partners, LLC full holdings
How Castleview Partners, LLC held NVR — position size vs. price
% of Fund (quarterly)    NVR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 72 -1 -1.4% 0.22% $491K 2026-07-20 $6446.65
2026 Q1 REDUCED — — — 73 -1 -1.4% 0.25% $481K 2026-05-01 $6154.14
2025 Q4 ADDED — — — 74 +2 +2.8% 0.27% $540K 2026-01-12 $7591.75
2025 Q3 REDUCED 5.3% -8.5% ✅ 72 -4 -5.3% 0.31% $578K 2025-10-10 $7450.90
2025 Q2 ADDED — — — 76 +1 +1.3% 0.36% $561K 2025-07-16 $7376.09
2025 Q1 REDUCED 9.6% +1.9% ❌ 75 -8 -9.6% 0.37% $543K 2025-04-22 $7166.92
2024 Q4 REDUCED — — — 83 -1 -1.2% 0.47% $814K 2025-01-21 $8347.05
2024 Q3 UNCHANGED — — — 84 — 0% 0.36% $637K 2024-10-09 $9627.60
2024 Q2 ADDED — — — 84 +4 +5.0% 0.36% $637K 2024-07-31 $8607.48
2024 Q1 ADDED — — — 80 +6 +8.1% 0.36% $648K 2024-05-10 $7655.39
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NVR

As of 2026 Q2 — sorted by position size

Luma Capital S.A. - SPF 8.23% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 2.73% Salvus Wealth Management, LLC 3Y 1.23% SeaBridge Investment Advisors LLC 3Y 7Y 0.59% BEACON INVESTMENT ADVISORY SERVICES, INC. 3Y 7Y 0.51% Mraz, Amerine & Associates, Inc. 3Y 7Y 0.51% ABC ARBITRAGE SA 0.38% Ballew Advisors, Inc 3Y 7Y 0.36% Davidson Kahn Capital Management, LLC 0.26% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.17%

FAQ About Castleview Partners, LLC and NVR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Castleview Partners, LLC reported owning NVR?

Castleview Partners, LLC reported NVR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NVR position in Castleview Partners, LLC's portfolio?

The largest reported portfolio weight for NVR was 0.47% in 2024 Q4.

What is the latest reported NVR position on this page?

The most recent filing on this page is 2026 Q2, when Castleview Partners, LLC reported 72 shares, equal to 0.22% of portfolio, with an estimated market value of $491K.

What does the chart on this NVR ownership page compare?

The chart compares Castleview Partners, LLC's quarterly NVR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Castleview Partners, LLC time their NVR position?

Based on 13F filing dates vs. subsequent NVR price moves, Castleview Partners, LLC correctly timed 9 out of 18 reported position changes (50%). The annualised alpha on NVR relative to SPY over the holding period was -7.0%.

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