13F HOLDINGS REPORT
RV Capital AG
Quarter ended Q4 2025 · Filed January 30, 2026 · Accession 0001172661-26-000401
Total Value
$429.5M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 303,403 | $128.0M | 29.81% |
| 2 | META PLATFORMS INC | META | 136,311 | $90.0M | 20.95% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 130,431 | $57.8M | 13.47% |
| 4 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 752,478 | $48.4M | 11.27% |
| 5 | WIX COM LTD | WIX | 314,996 | $32.7M | 7.62% |
| 6 | H WORLD GROUP LTD | HWLDF | 603,416 | $28.4M | 6.61% |
| 7 | YUM CHINA HLDGS INC | YUMC | 444,321 | $21.2M | 4.94% |
| 8 | ALPHABET INC | GOOG | 32,520 | $10.2M | 2.37% |
| 9 | MICROSOFT CORP | MSFT | 11,500 | $5.6M | 1.29% |
| 10 | SALESFORCE INC | CRM | 10,980 | $2.9M | 0.68% |
| 11 | DEERE & CO | DE | 5,001 | $2.3M | 0.54% |
| 12 | PAYCOM SOFTWARE INC | PAYC | 12,395 | $2.0M | 0.46% |