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RV Capital AG

CIK:0001766596
Investment Adviser
$693M AUM
13 holdings
Schindellegi, Switzerland
Founded:2006
24 employees
Latest filing:Sep 30, 2025

RV Capital AG is an investment management firm based in Switzerland, managing separately managed accounts for institutional clients. It also advises the Business Owner Fund, focusing on long-term investments worldwide across all sectors.

Investment Strategy

Long-term investments with a focus on companies that will endure over ten years, build competitive advantages, and have attractive prices.

Latest 13F Filing Activity

RV Capital AG filed their most recent 13F report on Sep 30, 2025 disclosing 13 equity positions with a total 13F market value of $546M. The fund increased holdings in Interactive Brokers Group in, PDD Holdings Inc., Salesforce Inc. among other positions. RV Capital AG reduced exposure to Credit Accep Corp. Mich, Carvana Co., Yum China HLDGS Inc. among others.

Top Buys
I
IBKRINTERACTIVE BROKERS GROUP IN
+$7.9M
P
PDDPDD HOLDINGS INC
+$4.7M
M
METAMETA PLATFORMS INC
-$2.9M
C
CRMSALESFORCE INC
+$2.6M
W
WIXWIX COM LTD
+$2.4M
Top Sells
C
CACCCREDIT ACCEP CORP MICH
-$4.8M
C
CVNACARVANA CO
-$4.0M
Y
YUMCYUM CHINA HLDGS INC
-$2.9M
M
METAMETA PLATFORMS INC
-$2.9M
W
WIXWIX COM LTD
+$2.4M

Top Holdings

C
CVNACARVANA CO
+30.8%$168.0M
M
METAMETA PLATFORMS INC
+18.8%$102.6M
C
CACCCREDIT ACCEP CORP MICH
+11.1%$60.9M
W
WIXWIX COM LTD
+10.2%$56.0M
I
IBKRINTERACTIVE BROKERS GROUP IN
+10.1%$55.0M

Equity Positions (13)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
CARVANA CO30.75%$168.0M445,255$101.40$377.24-$4.0M
META PLATFORMS INC18.78%$102.6M139,712$172.55$734.38-$2.9M
CREDIT ACCEP CORP MICH11.15%$60.9M130,431$392.34$466.93-$4.8M
WIX COM LTD10.24%$56.0M314,996$148.71$177.63+$2.4M
INTERACTIVE BROKERS GROUP IN10.07%$55.0M799,267$62.49$68.81+$7.9M

Industry Allocation

RETAIL-AUTO DEALERS & GASOLINE STATIONS
+30.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+30.5%
PERSONAL CREDIT INSTITUTIONS
+11.1%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+10.1%
SERVICES-BUSINESS SERVICES, NEC
+7.3%