Rob Vinall – RV Capital Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the RV Capital portfolio balances reported a total equity value of $540.21M across 12 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Jul 08, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight CARVANA CO (CVNA) as the single largest position, accounting for 31.8% 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 82.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.