Rob Vinall - RV Capital 13F Activity & Position Changes (Q3 2025)

As of Sep 30, 2025, the RV Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Oct 22, 2025. 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 Q3 2025, the filing reported:

New Buys - Salesforce, Inc.

Increases - Credit Acceptance Corporation

Reductions - Carvana Co., H World Group Limited, Interactive Brokers Group, Inc., Meta Platforms, Inc., PDD Holdings Inc., and 2 more

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
Q3 2025	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+1,502	+1.2%	$60.90M	130,431
Q3 2025	CRM Salesforce, Inc.	Salesforce, Inc.	Buy - Position Entry	+10,980	-	$2.60M	10,980
Q3 2025	CVNA Carvana Co.	Carvana Co.	Sell	-65,097	-12.8%	$167.97M	445,255
Q3 2025	HTHT H World Group Limited	H World Group Limited	Sell	-56,236	-8.5%	$23.60M	603,416
Q3 2025	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-50,653	-6.0%	$55.00M	799,267
Q3 2025	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-3,276	-2.3%	$102.60M	139,712
Q3 2025	PDD PDD Holdings Inc.	PDD Holdings Inc.	Sell	-34,337	-10.2%	$39.81M	301,232
Q3 2025	WIX Wix	Wix	Sell	-23,004	-6.8%	$55.95M	314,996
Q3 2025	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Sell	-47,944	-9.7%	$19.07M	444,321