
RV Capital AG is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $383M in reported equity holdings across 13 positions. The largest holdings are CVNA (30.3%), META (20.4%), CACC (18.0%), IBKR (12.8%), HTHT (5.6%). The portfolio is concentrated in Other (70.9%), Communication Services (23.5%), Consumer Cyclical (5.6%). Data sourced from SEC EDGAR 13F filings (CIK 1766596).
