13F filing recap · Q1 2020

What did RV Capital AG buy in Q1 2020?

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

Stock value

$141.04M

Positions

Estimated turnover

13.7%

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

CVNACarvana Co.$5.21Mreported value+94.6K shares

Increased positions

METAMeta Platforms, Inc.$39.70Mreported value+31.6K shares+15.3%CACCCredit Acceptance Corp$32.58Mreported value+12.9K shares+11.3%WIXWix.com Ltd.$30.26Mreported value+28.6K shares+10.5%TRUPTrupanion, Inc.$20.05Mreported value+22.8K shares