Rob Vinall - RV Capital Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the RV Capital portfolio balances reported a total equity value of $546.24M across 13 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Oct 22, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight CARVANA CO (CVNA) as the single largest position, accounting for 30.8% of total equity value, followed by META PLATFORMS INC (META), CREDIT ACCEP CORP MICH (CACC), WIX COM LTD (WIX), and others. Collectively, the top five holdings represent 81.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.