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NVR

Sector Consumer Discretionary

16 letters mention NVR, from 5 managers.

• Q1 2025 Vltava Fund · Is the stock market a casino? ↗ Daniel Gladiš · mentioned once
• 2024 Maran Capital · 2024 letter ↗ Dan Roller · mentioned 3 times
• Q1 2024 Greenhaven Road Capital · Q1 2024 · Partners Fund ↗ Scott Miller · mentioned once
• 2023 Giverny Capital · Annual letter ↗ François Rochon · mentioned 6 times
• 2023 Maran Capital · 2023 letter ↗ Dan Roller · mentioned 2 times
• Q4 2023 Laughing Water Capital · Q4 2023 letter ↗ Matthew Sweeney · mentioned once
• H1 2023 Laughing Water Capital · H1 2023 letter ↗ Matthew Sweeney · mentioned 3 times
• Q1 2023 Vltava Fund · Companies and their capital allocations ↗ Daniel Gladiš · mentioned once
• Q4 2022 Vltava Fund · Macro vs. micro ↗ Daniel Gladiš · mentioned 2 times
• H1 2022 Laughing Water Capital · H1 2022 letter ↗ Matthew Sweeney · mentioned 4 times
• Q1 2022 Laughing Water Capital · Q1 2022 letter ↗ Matthew Sweeney · mentioned 2 times
• Q4 2021 Laughing Water Capital · Q4 2021 letter ↗ Matthew Sweeney · mentioned 8 times
• Q4 2021 Vltava Fund · 2021 ↗ Daniel Gladiš · mentioned once
• Q2 2021 Vltava Fund · Risk. Anybody interested at all? ↗ Daniel Gladiš · mentioned once
• Q4 2020 Vltava Fund · Inflation ↗ Daniel Gladiš · mentioned 4 times
• 2004 Giverny Capital · Annual letter ↗ François Rochon · mentioned 3 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.