Rob Vinall - RV Capital Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the RV Capital portfolio balances reported a total equity value of $382.89M across 13 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight CARVANA CO (CVNA) as the single largest position, accounting for 30.3% of total equity value, followed by META PLATFORMS INC (META), CREDIT ACCEP CORP MICH (CACC), INTERACTIVE BROKERS GROUP IN (IBKR), and others. Collectively, the top five holdings represent 87.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.