RV Capital as of March 31, 2025
Portfolio Holdings for RV Capital
RV Capital holds 11 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 25.3 | $115M | 548k | 209.08 | |
| Meta Platforms Cl A (META) | 18.2 | $82M | 143k | 576.36 | |
| Credit Acceptance (CACC) | 14.7 | $67M | 129k | 516.35 | |
| Wix SHS (WIX) | 12.2 | $55M | 338k | 163.38 | |
| Pdd Holdings Sponsored Ads (PDD) | 8.8 | $40M | 336k | 118.35 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 7.8 | $35M | 213k | 165.59 | |
| Yum China Holdings (YUMC) | 5.7 | $26M | 492k | 52.06 | |
| H World Group Sponsored Ads (HTHT) | 5.4 | $24M | 660k | 37.01 | |
| Microsoft Corporation (MSFT) | 1.0 | $4.3M | 12k | 375.39 | |
| Paycom Software (PAYC) | 0.6 | $2.7M | 12k | 218.48 | |
| Deere & Company (DE) | 0.5 | $2.3M | 5.0k | 469.35 |
