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RV CAPITAL AG

AUM: $485.76 M

13-F Portfolio Value: $382.63 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 99.06%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
CACC	CREDIT ACCEP CORP MICH	13.77%	124,160	$52,697,453	-6,271	-4.81%	$424.43	13F
HTHT	H WORLD GROUP LTD	7.34%	558,380	$28,080,930	-45,036	-7.46%	$50.29	13F
YUMC	YUM CHINA HLDGS INC	5.37%	421,539	$20,562,673	-22,782	-5.13%	$48.78	13F