RV Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| CVNACarvana Co. | 25.27% | 547,514 | $114M | held | — | 14 q |
| METAMeta Platforms, Inc. Class A | 18.19% | 142,988 | $82M | trimmed−4% | −0.58 pp | 26 q |
| CACCCredit Acceptance Corp | 14.70% | 128,929 | $67M | trimmed−2% | +1.46 pp | 26 q |
| WIXWIX.com Ltd. | 12.19% | 338,000 | $55M | trimmed−6% | −4.35 pp | 22 q |
| PDDPDD Holdings Inc. | 8.77% | 335,569 | $40M | trimmed−3% | +1.59 pp | 7 q |
| IBKRInteractive Brokers Group, Inc. Class A | 7.77% | 212,480 | $35M | trimmed−5% | −0.83 pp | 9 q |
| YUMCYum China Holdings, Inc. | 5.66% | 492,265 | $26M | trimmed−6% | +0.26 pp | 3 q |
| HTHTH World Group Limited | 5.39% | 659,652 | $24M | added+7% | +1.03 pp | 3 q |
| MSFTMicrosoft Corp | 0.95% | 11,500 | $4M | held | — | 2 q |
| PAYCPaycom Software, Inc. | 0.60% | 12,395 | $3M | held | — | 3 q |
| DEDeere & Company | 0.52% | 5,001 | $2M | held | — | 4 q |
