RV Capital AG
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 30, 2026), RV Capital AG reported 12 stock positions worth $429.5 million. Its top holding was Carvana (CVNA) at 29.8% of the portfolio, followed by Meta Platforms Class A (META, 20.9%) and Credit Acceptance (CACC, 13.5%). Compared with Q3 2025, it sold out of 1 and reduced 3. The biggest sale was an exit from PDD (PDD).
- Most Recent 13F
- Q2 2026
- Location
- Schindellegi, V8
- CIK
- 0001766596
- Portfolio Value
- $429.5M (Q4 2025)
- SEC Filing
- 0001172661-26-000401 ↗ filed Jan 30, 2026
Holdings Value
Holdings 12 stocks · $429.5M
| CVNA Carvana Co. | 29.81% | 303,403 | $128.0M | Reduce -31.9% |
| META Meta Platforms Inc. Class A | 20.95% | 136,311 | $90.0M | Reduce -2.4% |
| CACC Credit Acceptance Corp. | 13.47% | 130,431 | $57.8M | No change |
| IBKR Interactive Brokers Gro Class A | 11.27% | 752,478 | $48.4M | Reduce -5.8% |
| WIX Wix.com Ltd. | 7.62% | 314,996 | $32.7M | No change |
| HTHT H World Group Ltd.-ADR | 6.61% | 603,416 | $28.4M | No change |
| YUMC Yum China Holdings Inc. | 4.94% | 444,321 | $21.2M | No change |
| GOOGL Alphabet Inc. Class A | 2.37% | 32,520 | $10.2M | No change |
| MSFT Microsoft Corp. | 1.29% | 11,500 | $5.6M | No change |
| CRM Salesforce Inc. | 0.68% | 10,980 | $2.9M | No change |
| DE Deere & Co. | 0.54% | 5,001 | $2.3M | No change |
| PAYC Paycom Software Inc. | 0.46% | 12,395 | $2.0M | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| None this quarter. | |||
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 |