RV Capital as of March 31, 2026
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 | 377k | 314.92 | |
| Meta Platforms Cl A (META) | 21.8 | $83M | 146k | 572.47 | |
| Credit Acceptance (CACC) | 13.8 | $53M | 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 | 558k | 50.29 | |
| Yum China Holdings (YUMC) | 5.4 | $21M | 422k | 48.78 | |
| Microsoft Corporation (MSFT) | 2.5 | $9.4M | 25k | 373.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $9.4M | 33k | 287.56 | |
| salesforce (CRM) | 0.8 | $2.9M | 16k | 186.67 | |
| Deere & Company (DE) | 0.7 | $2.8M | 5.0k | 563.30 | |
| Paycom Software (PAYC) | 0.7 | $2.7M | 21k | 125.12 | |
| Morningstar (MORN) | 0.2 | $654k | 3.7k | 176.70 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $243k | 500.00 | 484.91 |
