RV Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| CVNACarvana Co. | 27.35% | 761,731 | $133M | trimmed−7% | +1.97 pp | 12 q |
| METAMeta Platforms, Inc. Class A | 17.66% | 149,583 | $86M | trimmed−18% | −4.55 pp | 24 q |
| WIXWIX.com Ltd. | 13.66% | 396,280 | $66M | held | — | 20 q |
| CACCCredit Acceptance Corp | 12.27% | 134,188 | $60M | trimmed−3% | −4.78 pp | 24 q |
| IBKRInteractive Brokers Group, Inc. Class A | 9.07% | 315,547 | $44M | added+2% | −0.07 pp | 7 q |
| PDDPDD Holdings Inc. | 8.88% | 319,389 | $43M | added+1% | −1.28 pp | 5 q |
| YUMCYum China Holdings, Inc. | 5.12% | 551,429 | $25M | new | +5.12 pp | new |
| HTHTH World Group Limited | 4.73% | 616,337 | $23M | new | +4.73 pp | new |
| DEDeere & Company | 0.43% | 5,001 | $2M | held | — | 2 q |
| PAYCPaycom Software, Inc. | 0.43% | 12,395 | $2M | new | +0.43 pp | new |
| CRMSalesforce, Inc. | 0.40% | 7,000 | $2M | held | — | 2 q |
