RV Capital GmbH
Latest statistics and disclosures from RV Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVNA, META, CACC, WIX, IBKR, and represent 80.99% of RV Capital's stock portfolio.
- Added to shares of these 2 stocks: CRM, CACC.
- Started 1 new stock position in CRM.
- Reduced shares in these 7 stocks: CVNA (-$25M), PDD, WIX, IBKR, META, HTHT, YUMC.
- RV Capital was a net seller of stock by $-40M.
- RV Capital has $546M in assets under management (AUM), dropping by 1.12%.
- Central Index Key (CIK): 0001766596
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Portfolio Holdings for RV Capital
RV Capital holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 30.8 | $168M | -12% | 445k | 377.24 |
|
| Meta Platforms Cl A (META) | 18.8 | $103M | -2% | 140k | 734.38 |
|
| Credit Acceptance (CACC) | 11.1 | $61M | 130k | 466.93 |
|
|
| Wix SHS (WIX) | 10.2 | $56M | -6% | 315k | 177.63 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 10.1 | $55M | -5% | 799k | 68.81 |
|
| Pdd Holdings Sponsored Ads (PDD) | 7.3 | $40M | -10% | 301k | 132.17 |
|
| H World Group Sponsored Ads (HTHT) | 4.3 | $24M | -8% | 603k | 39.11 |
|
| Yum China Holdings (YUMC) | 3.5 | $19M | -9% | 444k | 42.92 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $7.9M | 33k | 243.10 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $6.0M | 12k | 517.95 |
|
|
| salesforce (CRM) | 0.5 | $2.6M | NEW | 11k | 237.00 |
|
| Paycom Software (PAYC) | 0.5 | $2.6M | 12k | 208.14 |
|
|
| Deere & Company (DE) | 0.4 | $2.3M | 5.0k | 457.26 |
|
Past Filings by RV Capital
SEC 13F filings are viewable for RV Capital going back to 2018
- RV Capital 2025 Q3 filed Oct. 22, 2025
- RV Capital 2025 Q2 filed July 8, 2025
- RV Capital 2025 Q1 filed April 14, 2025
- RV Capital 2024 Q4 filed Jan. 22, 2025
- RV Capital 2024 Q3 filed Nov. 12, 2024
- RV Capital 2024 Q2 filed Aug. 7, 2024
- RV Capital 2024 Q1 filed May 2, 2024
- RV Capital 2023 Q3 filed Oct. 10, 2023
- RV Capital 2023 Q2 filed July 17, 2023
- RV Capital 2023 Q1 filed April 14, 2023
- RV Capital 2022 Q4 filed Feb. 3, 2023
- RV Capital 2022 Q3 filed Nov. 14, 2022
- RV Capital 2022 Q2 filed Aug. 15, 2022
- RV Capital GmbH 2022 Q1 filed May 11, 2022
- RV Capital GmbH 2021 Q4 filed Feb. 8, 2022
- RV Capital GmbH 2021 Q3 filed Oct. 27, 2021