RV Capital GmbH
Latest statistics and disclosures from RV Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVNA, META, CACC, IBKR, WIX, and represent 83.11% of RV Capital's stock portfolio.
- Reduced shares in these 4 stocks: CVNA (-$60M), PDD (-$40M), IBKR, META.
- Sold out of its position in PDD.
- RV Capital was a net seller of stock by $-105M.
- RV Capital has $430M in assets under management (AUM), dropping by -21.37%.
- Central Index Key (CIK): 0001766596
Tip: Access up to 7 years of quarterly data
Positions held by RV Capital GmbH consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for RV Capital
RV Capital holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 29.8 | $128M | -31% | 303k | 422.02 |
|
| Meta Platforms Cl A (META) | 20.9 | $90M | -2% | 136k | 660.09 |
|
| Credit Acceptance (CACC) | 13.5 | $58M | 130k | 443.46 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 11.3 | $48M | -5% | 753k | 64.31 |
|
| Wix SHS (WIX) | 7.6 | $33M | 315k | 103.89 |
|
|
| H World Group Sponsored Ads (HTHT) | 6.6 | $28M | 603k | 47.05 |
|
|
| Yum China Holdings (YUMC) | 4.9 | $21M | 444k | 47.74 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $10M | 33k | 313.00 |
|
|
| Microsoft Corporation (MSFT) | 1.3 | $5.6M | 12k | 483.62 |
|
|
| salesforce (CRM) | 0.7 | $2.9M | 11k | 264.91 |
|
|
| Deere & Company (DE) | 0.5 | $2.3M | 5.0k | 465.57 |
|
|
| Paycom Software (PAYC) | 0.5 | $2.0M | 12k | 159.36 |
|
Past Filings by RV Capital
SEC 13F filings are viewable for RV Capital going back to 2018
- RV Capital 2025 Q4 filed Jan. 30, 2026
- 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