RV Capital AG
Top Portfolio Positions
13 positions ·
$381,801,261 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CVNA |
Carvana Co.
Consumer Cyclical
|
377,298 | $118,614,945 | 31.07% | |
| META |
Meta Platforms, Inc.
Communication Services
|
145,534 | $83,264,367 | 21.81% | |
| CACC |
Credit Acceptance Corp
Financial Services
|
124,160 | $52,576,793 | 13.77% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
757,919 | $50,833,627 | 13.31% | |
| HTHT |
H World Group Ltd
Consumer Cyclical
|
558,380 | $28,080,930 | 7.35% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
421,539 | $20,562,672 | 5.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,520 | $9,351,451 | 2.45% | |
| MSFT |
Microsoft Corp
Technology
|
25,220 | $9,335,687 | 2.45% | |
| CRM |
Salesforce, Inc.
Technology
|
15,511 | $2,895,438 | 0.76% | |
| DE |
Deere & Co
Industrials
|
5,001 | $2,817,063 | 0.74% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CACC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,576,793 | 124,160 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $57,840,931 | 130,431 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $60,902,146 | 130,431 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $65,680,300 | 128,929 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $66,572,489 | 128,929 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $61,775,302 | 131,588 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $59,501,642 | 134,188 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $70,865,259 | 137,688 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $75,941,816 | 137,688 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $77,718,914 | 145,888 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $72,559,083 | 157,696 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $87,793,668 | 172,846 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $73,841,629 | 169,346 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $92,624,702 | 195,246 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $85,517,748 | 195,246 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $93,946,320 | 198,446 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $107,842,800 | 195,946 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $132,830,893 | 193,158 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $125,251,273 | 213,995 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $100,583,094 | 221,495 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $76,979,349 | 213,695 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $68,293,422 | 197,300 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $61,971,120 | 183,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $76,678,830 | 183,000 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $32,574,906 | 127,400 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||