RV Capital as of Sept. 30, 2025
Portfolio Holdings for RV Capital
RV Capital holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 30.8 | $168M | 445k | 377.24 | |
| Meta Platforms Cl A (META) | 18.8 | $103M | 140k | 734.38 | |
| Credit Acceptance (CACC) | 11.1 | $61M | 130k | 466.93 | |
| Wix SHS (WIX) | 10.2 | $56M | 315k | 177.63 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 10.1 | $55M | 799k | 68.81 | |
| Pdd Holdings Sponsored Ads (PDD) | 7.3 | $40M | 301k | 132.17 | |
| H World Group Sponsored Ads (HTHT) | 4.3 | $24M | 603k | 39.11 | |
| Yum China Holdings (YUMC) | 3.5 | $19M | 444k | 42.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $7.9M | 33k | 243.10 | |
| Microsoft Corporation (MSFT) | 1.1 | $6.0M | 12k | 517.95 | |
| salesforce (CRM) | 0.5 | $2.6M | 11k | 237.00 | |
| Paycom Software (PAYC) | 0.5 | $2.6M | 12k | 208.14 | |
| Deere & Company (DE) | 0.4 | $2.3M | 5.0k | 457.26 |
