RV Capital as of June 30, 2025
Portfolio Holdings for RV Capital
RV Capital holds 12 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 31.8 | $172M | 510k | 336.96 | |
| Meta Platforms Cl A (META) | 19.5 | $106M | 143k | 738.09 | |
| Credit Acceptance (CACC) | 12.2 | $66M | 129k | 509.43 | |
| Wix SHS (WIX) | 9.9 | $54M | 338k | 158.46 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 8.7 | $47M | 850k | 55.41 | |
| Pdd Holdings Sponsored Ads (PDD) | 6.5 | $35M | 336k | 104.66 | |
| H World Group Sponsored Ads (HTHT) | 4.1 | $22M | 660k | 33.92 | |
| Yum China Holdings (YUMC) | 4.1 | $22M | 492k | 44.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $5.7M | 33k | 176.23 | |
| Microsoft Corporation (MSFT) | 1.1 | $5.7M | 12k | 497.41 | |
| Paycom Software (PAYC) | 0.5 | $2.9M | 12k | 231.40 | |
| Deere & Company (DE) | 0.5 | $2.5M | 5.0k | 508.49 |
