RV Capital as of Dec. 31, 2025
Portfolio Holdings for RV Capital
RV Capital holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 29.8 | $128M | 303k | 422.02 | |
| Meta Platforms Cl A (META) | 20.9 | $90M | 136k | 660.09 | |
| Credit Acceptance (CACC) | 13.5 | $58M | 130k | 443.46 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 11.3 | $48M | 753k | 64.31 | |
| Wix SHS (WIX) | 7.6 | $33M | 315k | 103.89 | |
| H World Group Sponsored Ads (HTHT) | 6.6 | $28M | 603k | 47.05 | |
| Yum China Holdings (YUMC) | 4.9 | $21M | 444k | 47.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $10M | 33k | 313.00 | |
| Microsoft Corporation (MSFT) | 1.3 | $5.6M | 12k | 483.62 | |
| salesforce (CRM) | 0.7 | $2.9M | 11k | 264.91 | |
| Deere & Company (DE) | 0.5 | $2.3M | 5.0k | 465.57 | |
| Paycom Software (PAYC) | 0.5 | $2.0M | 12k | 159.36 |
