13F filing recap · Q1 2025
What did RV Capital AG buy in Q1 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$452.99M
Positions
11
Estimated turnover
3.3%
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.
Quarter in review
RV Capital AG trimmed Meta Platforms, Credit Acceptance, Wix.com, PDD Holdings, Interactive Brokers, and Yum China Holdings during the quarter, while adding slightly to H World Group.