13F filing recap · Q2 2026

What did RV Capital AG buy in Q2 2026?

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

Stock value

$382.89M

Positions

Estimated turnover

33.4%

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 dramatically increased its Carvana stake and added to Microsoft. It trimmed Meta Platforms, Credit Acceptance, Interactive Brokers, H World Group, and Yum China.

Increased positions

CVNACarvana Co.$116.06Mreported value+1.39M shares+367.3%MSFTMicrosoft Corporation$12.35Mreported value+7.9K shares+31.2%

Reduced positions

METAMeta Platforms, Inc.$78.30Mreported value-6.5K shares-4.5%CACCCredit Acceptance Corp$68.94Mreported value-15.9K shares-12.8%IBKRInteractive Brokers Group, Inc.$48.84Mreported value-196.8K shares-26.0%HTHTH World Group Ltd$21.42Mreported value-45.0K shares