RV Capital GmbH Holdings - 4Q25

As of December 31, 2025, RV Capital GmbH reported 12 positions comprising 12 stocks worth $429.5M. The top 5 holdings represented 83.1% of the portfolio. During the quarter, the fund entered 0 new positions and exited 1. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.