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