Rv Capital Ag Top Holdings and 13F Report (2024)

About Rv Capital Ag

Rv Capital Ag has $415.62 million in total holdings as of June 30, 2024.
Rv Capital Ag owns shares of 8 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
Approximately 1.76% of the portfolio was purchased this quarter.
About 4.06% of the portfolio was sold this quarter.
This quarter, Rv Capital Ag has purchased 6 new stocks and bought additional shares in 1 stock.
Rv Capital Ag sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CVNA Carvana	$105,502,902	$3,591,288 ▼	-3.3%	819,631	25.4%	Retail/Wholesale
META Meta Platforms	$92,314,110	$7,714,566 ▼	-7.7%	183,083	22.2%	Computer and Technology
CACC Credit Acceptance	$70,865,260		0.0%	137,688	17.1%	Finance
WIX Wix.com	$63,036,260	$5,567,450 ▼	-8.1%	396,280	15.2%	Computer and Technology
PDD PDD	$42,236,753	$3,628,073 ▲	9.4%	317,689	10.2%	Multi-Sector Conglomerates
IBKR Interactive Brokers Group	$37,999,502		0.0%	309,947	9.1%	Finance
DE Deere & Company	$1,868,524	$1,868,524 ▲	New Holding	5,001	0.4%	Industrial Products
CRM Salesforce	$1,799,700	$1,799,700 ▲	New Holding	7,000	0.4%	Computer and Technology