Institutional Fund
Rv Capital AG
Schindellegi, SwitzerlandCIK 17665965 filings on record
Portfolio Value
$382.63M
Q1 2026
Holdings
13
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-10.9%
from $429.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Carvana Co31.1%
- Meta Platforms Inc21.8%
- Credit Accep Corp Mich13.8%
- Interactive Brokers Group In13.4%
- H World Group Ltd7.3%
- Yum China Hldgs Inc5.4%
- Other7.3%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Carvana Co | 377.3K | $118.82M | 31.1% | +73.9K | Added |
| 2 | Meta Platforms Inc | 145.5K | $83.31M | 21.8% | +9.2K | Added |
| 3 | Credit Accep Corp Mich | 124.2K | $52.70M | 13.8% | −6.3K | Reduced |
| 4 | Interactive Brokers Group In | 757.9K | $51.11M | 13.4% | +5.4K | Added |
| 5 | H World Group Ltd | 558.4K | $28.08M | 7.3% | −45.0K | Reduced |
| 6 | Yum China Hldgs Inc | 421.5K | $20.56M | 5.4% | −22.8K | Reduced |
| 7 | Microsoft Corp | 25.2K | $9.41M | 2.5% | +13.7K | Added |
| 8 | Alphabet Inc | 32.5K | $9.35M | 2.4% | 0 | Held |
| 9 | Salesforce Inc | 15.5K | $2.90M | 0.8% | +4.5K | Added |
| 10 | Deere & Co | 5.0K | $2.82M | 0.7% | 0 | Held |
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