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Rv Capital Ag Top Holdings and 13F Report (2025)

About Rv Capital Ag

Investment Activity

  • Rv Capital Ag has $452.99 million in total holdings as of March 31, 2025.
  • Rv Capital Ag owns shares of 11 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 0.35% of the portfolio was purchased this quarter.
  • About 2.97% of the portfolio was sold this quarter.
  • This quarter, Rv Capital Ag has purchased 11 new stocks and bought additional shares in 1 stock.
  • Rv Capital Ag sold shares of 6 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Carvana
$114,474,227
Meta Platforms
$82,412,564
Credit Acceptance
$66,572,489
Wix.com
$55,222,440
PDD
$39,714,591

Largest Purchases this Quarter

H World Group
43,315 shares (about $1.60M)

Largest Sales this Quarter

Meta Platforms
6,595 shares (about $3.80M)
Wix.com
21,780 shares (about $3.56M)
Interactive Brokers Group
11,867 shares (about $1.97M)
Yum China
30,464 shares (about $1.59M)
Credit Acceptance
2,659 shares (about $1.37M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRv Capital Ag

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Carvana Co. stock logo
CVNA
Carvana
$114,474,2270.0%547,51425.3%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$82,412,564$3,801,094 -4.4%142,98818.2%Computer and Technology
Credit Acceptance Co. stock logo
CACC
Credit Acceptance
$66,572,489$1,372,975 -2.0%128,92914.7%Finance
Wix.com Ltd. stock logo
WIX
Wix.com
$55,222,440$3,558,416 -6.1%338,00012.2%Computer and Technology
PDD Holdings Inc. stock logo
PDD
PDD
$39,714,591$1,174,032 -2.9%335,5698.8%Retail/Wholesale
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$35,184,563$1,965,057 -5.3%212,4807.8%Finance
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$25,627,316$1,585,956 -5.8%492,2655.7%Retail/Wholesale
H World Group Limited stock logo
HTHT
H World Group
$24,413,721$1,603,088 7.0%659,6525.4%Consumer Discretionary
Microsoft Co. stock logo
MSFT
Microsoft
$4,316,9850.0%11,5001.0%Computer and Technology
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$2,708,0600.0%12,3950.6%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$2,347,2190.0%5,0010.5%Industrials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data