Rob Vinall - RV Capital 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the RV Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - None reported

Increases - Carvana Co., Microsoft Corporation

Reductions - Credit Acceptance Corporation, H World Group Limited, Interactive Brokers Group, Inc., Meta Platforms, Inc., Yum China Holdings, Inc.

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-15,888	-12.8%	$68.94M	108,272
Q2 2026	CVNA Carvana Co.	Carvana Co.	Buy	+1,385,998	+367.3%	$116.06M	1,763,296
Q2 2026	HTHT H World Group Limited	H World Group Limited	Sell	-44,967	-8.1%	$21.42M	513,413
Q2 2026	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-196,833	-26.0%	$48.84M	561,086
Q2 2026	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-6,537	-4.5%	$78.30M	138,997
Q2 2026	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+7,880	+31.2%	$12.35M	33,100
Q2 2026	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Sell	-23,518	-5.6%	$16.27M	398,021
Q1 2026	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-6,271	-4.8%	$52.70M	124,160
Q1 2026	CRM Salesforce, Inc.	Salesforce, Inc.	Buy	+4,531	+41.3%	$2.90M	15,511
Q1 2026	CVNA Carvana Co.	Carvana Co.	Buy	+73,895	+24.4%	$118.82M	377,298
Q1 2026	HTHT H World Group Limited	H World Group Limited	Sell	-45,036	-7.5%	$28.08M	558,380
Q1 2026	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+5,441	+0.7%	$51.11M	757,919
Q1 2026	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+9,223	+6.8%	$83.31M	145,534
Q1 2026	MORN Morningstar, Inc.	Morningstar, Inc.	Buy - Position Entry	+3,700	-	$653.79K	3,700
Q1 2026	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+13,720	+119.3%	$9.41M	25,220
Q1 2026	PAYC Paycom Software, Inc.	Paycom Software, Inc.	Buy	+9,000	+72.6%	$2.68M	21,395
Q1 2026	SPOT Spotify	Spotify	Buy - Position Entry	+500	-	$242.46K	500
Q1 2026	WIX Wix	Wix	Sell - Position Exit	-314,996	-100.0%	$0.00	-
Q1 2026	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Sell	-22,782	-5.1%	$20.56M	421,539