13F filing recap · Q3 2019

What did RV Capital AG buy in Q3 2019?

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

Stock value

$139.54M

Positions

Estimated turnover

9.6%

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.

Increased positions

CACCCredit Acceptance Corp$53.05Mreported value+9.0K shares+8.5%METAMeta Platforms, Inc.$43.90Mreported value+35.0K shares+16.5%TRUPTrupanion, Inc.$18.29Mreported value+111.2K shares+18.3%