13F filing recap · Q1 2023

What did RV Capital AG buy in Q1 2023?

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

Stock value

$262.85M

Positions

Estimated turnover

18.1%

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

IBKRInteractive Brokers Group, Inc.$16.82Mreported value+203.7K shares

Increased positions

METAMeta Platforms, Inc.$58.09Mreported value+63.7K shares+30.3%

Reduced positions

CACCCredit Acceptance Corp$73.84Mreported value-25.9K shares-13.3%