13F filing recap · Q4 2018

What did RV Capital AG buy in Q4 2018?

Reported stock-position changes between this filing and the previous one.

Stock value

$112.39M

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

CACCCredit Acceptance Corp$41.99Mreported value+110.0K shares METAMeta Platforms, Inc.$27.07Mreported value+206.5K shares GOOGLAlphabet Inc.$20.80Mreported value+19.9K shares TRUPTrupanion, Inc.$15.04Mreported value+590.7K shares SHAKShake Shack Inc.$7.49Mreported value+165.0K shares