NVR
Moving with its group (ITB +4.2%)
- NVR +4.93% on the last session vs SPY −0.29%: +5.2 pts of stock-specific move.
- Earnings Oct 22 before the open: EPS $102.77 expected (7 analysts); it moved ±2.3% on average after its last 8 reports.
- The homebuilders ETF (ITB) +4.2% (+4.5 pts vs SPY): the stock moved with its group.
- Aftermath, big gain (+4.9% today so far, past its big-gain line of +2.1%): After its 63 big gains in the past 5 years, NVR was higher a day later 23 times out of 63; half the outcomes fell between -1.6% and +0.8%. History, not a forecast.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Mar 19, 2026 | Maria Elvira Salazar | House | Buy | $1K–$15K | Apr 21 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Berkshire Hathaway (Warren Buffett) | 11,112 | $75.7M | 0.03% | — | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 431 | $2.9M | 0.01% | -55% | Q2 2026 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves