NVR

Discussed in 2 interviews.

Interviews

Spring 2026 Edgar Wachenheim III Greenhaven Associates Interview, p. 45 ↗
Ed Wachenheim on homebuilders that moved to a land-light model, NVR as the template, and why Greenhaven sits on roughly 48% cash.
Companies: NVR, Toll Brothers, Lennar, D.R. Horton, PulteGroup, NOV Housing Portfolio construction Career advice
Winter 2021 John Huber Saber Capital Management Interview, p. 29 ↗
John runs Saber on the original Buffett Partnership fee structure: no management fee. He goes deep on Etsy, explains how he thinks about Apple, and why he owns NVR.
Companies: Etsy, Apple, NVR Quality compounders Building a firm