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, HTHT, and represent 87.12% of RV Capital's stock portfolio.
- Added to shares of these 2 stocks: CVNA (+$91M), MSFT.
- Reduced shares in these 5 stocks: IBKR (-$17M), CACC (-$10M), META, HTHT, YUMC.
- RV Capital was a net buyer of stock by $60M.
- RV Capital has $383M in assets under management (AUM), dropping by 0.07%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 30.3 | $116M | +367% | 1.8M | 65.82 |
|
| Meta Platforms Cl A (META) | 20.4 | $78M | -4% | 139k | 563.29 |
|
| Credit Acceptance (CACC) | 18.0 | $69M | -12% | 108k | 636.74 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 12.8 | $49M | -25% | 561k | 87.04 |
|
| H World Group Sponsored Ads (HTHT) | 5.6 | $21M | -8% | 513k | 41.72 |
|
| Yum China Holdings (YUMC) | 4.2 | $16M | -5% | 398k | 40.87 |
|
| Microsoft Corporation (MSFT) | 3.2 | $12M | +31% | 33k | 373.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $12M | 33k | 357.37 |
|
|
| Deere & Company (DE) | 0.8 | $3.2M | 5.0k | 634.33 |
|
|
| Paycom Software (PAYC) | 0.7 | $2.7M | 21k | 125.68 |
|
|
| salesforce (CRM) | 0.6 | $2.4M | 16k | 156.66 |
|
|
| Morningstar (MORN) | 0.2 | $577k | 3.7k | 156.02 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $230k | 500.00 | 459.13 |
|
Past Filings by RV Capital
SEC 13F filings are viewable for RV Capital going back to 2018
- RV Capital 2026 Q2 filed Aug. 14, 2026
- RV Capital 2026 Q1 filed May 11, 2026
- 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