Rob Vinall - RV Capital Portfolio Stock Holdings
RV Capital disclosed 13 stock positions valued at approximately $382.6 million in its latest SEC 13F filing. The largest holdings include CARVANA CO, META PLATFORMS INC, and CREDIT ACCEP CORP MICH. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 13
- Portfolio Value
- $382.6M
Holdings by Sector
RV Capital Portfolio Holdings in Q1 2026
13 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CARVANA CO | CVNA | Consumer Cyclical | 31.05% | 377,298 | +73,895 | +24.36% | $118,818,309 |
| META PLATFORMS INC | META | Communication Services | 21.77% | 145,534 | +9,223 | +6.77% | $83,313,117 |
| CREDIT ACCEP CORP MICH | CACC | Financial Services | 13.77% | 124,160 | -6,271 | -4.81% | $52,697,453 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 13.36% | 757,919 | +5,441 | +0.72% | $51,111,227 |
| H WORLD GROUP LTD | HTHT | Consumer Cyclical | 7.34% | 558,380 | -45,036 | -7.46% | $28,080,930 |
| YUM CHINA HLDGS INC | YUMC | Consumer Cyclical | 5.37% | 421,539 | -22,782 | -5.13% | $20,562,673 |
| MICROSOFT CORP | MSFT | Technology | 2.46% | 25,220 | +13,720 | +119.30% | $9,407,607 |
| ALPHABET INC | GOOGL | Communication Services | 2.44% | 32,520 | - | - | $9,351,451 |
| SALESFORCE INC | CRM | Technology | 0.76% | 15,511 | +4,531 | +41.27% | $2,895,439 |
| DEERE & CO | DE | Industrials | 0.74% | 5,001 | - | - | $2,817,063 |
| PAYCOM SOFTWARE INC | PAYC | Technology | 0.70% | 21,395 | +9,000 | +72.61% | $2,676,998 |
| MORNINGSTAR INC | MORN | Financial Services | 0.17% | 3,700 | +3,700 | +100.00% | $653,790 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 0.06% | 500 | +500 | +100.00% | $242,455 |