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 87.30% of RV Capital's stock portfolio.
- Added to shares of these 8 stocks: CVNA (+$23M), META (+$5.3M), MSFT (+$5.1M), PAYC, CRM, MORN, IBKR, SPOT.
- Started 2 new stock positions in MORN, SPOT.
- Reduced shares in these 4 stocks: WIX (-$33M), CACC, HTHT, YUMC.
- Sold out of its position in WIX.
- RV Capital was a net seller of stock by $-1.9M.
- RV Capital has $383M in assets under management (AUM), dropping by -10.92%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 31.1 | $119M | +24% | 377k | 314.92 |
|
| Meta Platforms Cl A (META) | 21.8 | $83M | +6% | 146k | 572.47 |
|
| Credit Acceptance (CACC) | 13.8 | $53M | -4% | 124k | 424.43 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 13.4 | $51M | 758k | 67.44 |
|
|
| H World Group Sponsored Ads (HTHT) | 7.3 | $28M | -7% | 558k | 50.29 |
|
| Yum China Holdings (YUMC) | 5.4 | $21M | -5% | 422k | 48.78 |
|
| Microsoft Corporation (MSFT) | 2.5 | $9.4M | +119% | 25k | 373.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $9.4M | 33k | 287.56 |
|
|
| salesforce (CRM) | 0.8 | $2.9M | +41% | 16k | 186.67 |
|
| Deere & Company (DE) | 0.7 | $2.8M | 5.0k | 563.30 |
|
|
| Paycom Software (PAYC) | 0.7 | $2.7M | +72% | 21k | 125.12 |
|
| Morningstar (MORN) | 0.2 | $654k | NEW | 3.7k | 176.70 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $243k | NEW | 500.00 | 484.91 |
|
Past Filings by RV Capital
SEC 13F filings are viewable for RV Capital going back to 2018
- 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
- RV Capital GmbH 2022 Q1 filed May 11, 2022