13F filing recap · Q2 2021

What did RV Capital AG buy in Q2 2021?

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

Stock value

$373.89M

Positions

Estimated turnover

4.7%

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.

Increased positions

CACCCredit Acceptance Corp$100.58Mreported value+7.8K shares+3.7%WIXWix.com Ltd.$96.87Mreported value+31.9K shares+10.6%METAMeta Platforms, Inc.$74.62Mreported value+4.5K shares+2.1%WORKSlack Technologies Inc$48.20Mreported value+37.5K shares+3.6%