RV Capital AG

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), RV Capital AG reported 11 stock positions worth $484.9 million. Its top holding was Carvana (CVNA) at 27.4% of the portfolio, followed by Meta Platforms Class A (META, 17.7%) and Wix.com (WIX, 13.7%). Compared with Q2 2024, it opened 3 new positions, added to 2 and reduced 3. The biggest buy was a new position in Yum China (YUMC) and the biggest sale Credit Acceptance (CACC, shares −3%).

Most Recent 13F
Q2 2026
Location
Schindellegi, V8
CIK
0001766596
Portfolio Value
$484.9M (Q3 2024)
SEC Filing
0001172661-24-004554 ↗ filed Nov 12, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $374.5M Q1 2024 Q2 2024: $415.6M Q2 2024 Q3 2024: $484.9M $484.9M Q3 2024 Q4 2024: $466.6M Q4 2024 Q1 2025: $453.0M Q1 2025 Q2 2025: $540.2M Q2 2025 Q3 2025: $546.2M Q3 2025 Q4 2025: $429.5M Q4 2025 Q1 2026: $382.6M Q1 2026 Q2 2026: $382.9M Q2 2026

Holdings 11 stocks · $484.9M
CVNA Carvana Co. 27.35% 761,731 $132.6M Reduce -7.1%
META Meta Platforms Inc. Class A 17.66% 149,583 $85.6M Reduce -18.3%
WIX Wix.com Ltd. 13.66% 396,280 $66.2M No change
CACC Credit Acceptance Corp. 12.27% 134,188 $59.5M Reduce -2.5%
IBKR Interactive Brokers Gro Class A 9.07% 315,547 $44.0M Add +1.8%
PDD PDD Holdings Inc. 8.88% 319,389 $43.1M Add +0.5%
YUMC Yum China Holdings Inc. 5.12% 551,429 $24.8M New
HTHT H World Group Ltd.-ADR 4.73% 616,337 $22.9M New
DE Deere & Co. 0.43% 5,001 $2.1M No change
PAYC Paycom Software Inc. 0.43% 12,395 $2.1M New
CRM Salesforce Inc. 0.40% 7,000 $1.9M No change

Portfolio Sells Q2 2024 → Q3 2024
CACC Credit Acceptance Corp. Reduce -2.5% 12.27% −4.78
META Meta Platforms Inc. Class A Reduce -18.3% 17.66% −4.55
CVNA Carvana Co. Reduce -7.1% 27.35% +1.97

Portfolio Buys Q2 2024 → Q3 2024
YUMC Yum China Holdings Inc. New 5.12% +5.12
HTHT H World Group Ltd.-ADR New 4.73% +4.73
PAYC Paycom Software Inc. New 0.43% +0.43
IBKR Interactive Brokers Gro Class A Add +1.8% 9.07% −0.07
PDD PDD Holdings Inc. Add +0.5% 8.88% −1.28

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$382.9MCVNA, META, CACC, IBKR, HTHT
Q1 2026 13$382.6MCVNA, META, CACC, IBKR, HTHT
Q4 2025 12$429.5MCVNA, META, CACC, IBKR, WIX
Q3 2025 13$546.2MCVNA, META, CACC, WIX, IBKR
Q2 2025 12$540.2MCVNA, META, CACC, WIX, IBKR
Q1 2025 11$453.0MCVNA, META, CACC, WIX, PDD
Q4 2024 11$466.6MCVNA, META, WIX, CACC, IBKR
Q3 2024 11$484.9MCVNA, META, WIX, CACC, IBKR
Q2 2024 8$415.6MCVNA, META, CACC, WIX, PDD
Q1 2024 6$374.5MMETA, CACC, CVNA, WIX, IBKR