13F filing recap · Q3 2025

What did RV Capital AG buy in Q3 2025?

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

Stock value

$546.24M

Positions

Estimated turnover

8.6%

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.

Quarter in review

RV Capital AG opened a new position in Salesforce and trimmed Carvana and PDD Holdings. It also modestly reduced Meta Platforms, Wix.com, Interactive Brokers, H World Group, and Yum China, while slightly adding to Credit Acceptance Corp.

New positions

CRMSalesforce, Inc.$2.60Mreported value+11.0K shares

Increased positions

CACCCredit Acceptance Corp$60.90Mreported value+1.5K shares+1.2%

Reduced positions

CVNACarvana Co.$167.97Mreported value-65.1K shares-12.8%METAMeta Platforms, Inc.$102.60Mreported value-3.3K shares-2.3%WIXWix.com Ltd.$55.95Mreported value-23.0K shares-6.8%IBKRInteractive Brokers Group, Inc.$55.00Mreported value-50.7K shares