RV Capital AG
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), RV Capital AG reported 11 stock positions worth $453.0 million. Its top holding was Carvana (CVNA) at 25.3% of the portfolio, followed by Meta Platforms Class A (META, 18.2%) and Credit Acceptance (CACC, 14.7%). Compared with Q4 2024, it added to 1 and reduced 6. The biggest buy was H World Group Ltd.-ADR (HTHT, shares +7%) and the biggest sale Wix.com (WIX, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Schindellegi, V8
- CIK
- 0001766596
- Portfolio Value
- $453.0M (Q1 2025)
- SEC Filing
- 0001172661-25-001492 ↗ filed Apr 14, 2025
Holdings Value
Holdings 11 stocks · $453.0M
| CVNA Carvana Co. | 25.27% | 547,514 | $114.5M | No change |
| META Meta Platforms Inc. Class A | 18.19% | 142,988 | $82.4M | Reduce -4.4% |
| CACC Credit Acceptance Corp. | 14.70% | 128,929 | $66.6M | Reduce -2.0% |
| WIX Wix.com Ltd. | 12.19% | 338,000 | $55.2M | Reduce -6.0% |
| PDD PDD Holdings Inc. | 8.77% | 335,569 | $39.7M | Reduce -2.9% |
| IBKR Interactive Brokers Gro Class A | 7.77% | 212,480 | $35.2M | Reduce -5.3% |
| YUMC Yum China Holdings Inc. | 5.66% | 492,265 | $25.6M | Reduce -5.8% |
| HTHT H World Group Ltd.-ADR | 5.39% | 659,652 | $24.4M | Add +7.0% |
| MSFT Microsoft Corp. | 0.95% | 11,500 | $4.3M | No change |
| PAYC Paycom Software Inc. | 0.60% | 12,395 | $2.7M | No change |
| DE Deere & Co. | 0.52% | 5,001 | $2.3M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| WIX Wix.com Ltd. | Reduce -6.0% | 12.19% | −4.35 |
| IBKR Interactive Brokers Gro Class A | Reduce -5.3% | 7.77% | −0.84 |
| META Meta Platforms Inc. Class A | Reduce -4.4% | 18.19% | −0.58 |
| YUMC Yum China Holdings Inc. | Reduce -5.8% | 5.66% | +0.26 |
| CACC Credit Acceptance Corp. | Reduce -2.0% | 14.70% | +1.46 |
| PDD PDD Holdings Inc. | Reduce -2.9% | 8.77% | +1.59 |
Portfolio Buys Q4 2024 → Q1 2025
| HTHT H World Group Ltd.-ADR | Add +7.0% | 5.39% | +1.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $382.9M | CVNA, META, CACC, IBKR, HTHT |
| Q1 2026 | 13 | $382.6M | CVNA, META, CACC, IBKR, HTHT |
| Q4 2025 | 12 | $429.5M | CVNA, META, CACC, IBKR, WIX |
| Q3 2025 | 13 | $546.2M | CVNA, META, CACC, WIX, IBKR |
| Q2 2025 | 12 | $540.2M | CVNA, META, CACC, WIX, IBKR |
| Q1 2025 | 11 | $453.0M | CVNA, META, CACC, WIX, PDD |
| Q4 2024 | 11 | $466.6M | CVNA, META, WIX, CACC, IBKR |
| Q3 2024 | 11 | $484.9M | CVNA, META, WIX, CACC, IBKR |
| Q2 2024 | 8 | $415.6M | CVNA, META, CACC, WIX, PDD |
| Q1 2024 | 6 | $374.5M | META, CACC, CVNA, WIX, IBKR |