RV Capital as of June 30, 2026
Portfolio Holdings for RV Capital
RV Capital holds 13 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 30.3 | $116M | 1.8M | 65.82 | |
| Meta Platforms Cl A (META) | 20.4 | $78M | 139k | 563.29 | |
| Credit Acceptance (CACC) | 18.0 | $69M | 108k | 636.74 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 12.8 | $49M | 561k | 87.04 | |
| H World Group Sponsored Ads (HTHT) | 5.6 | $21M | 513k | 41.72 | |
| Yum China Holdings (YUMC) | 4.2 | $16M | 398k | 40.87 | |
| Microsoft Corporation (MSFT) | 3.2 | $12M | 33k | 373.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $12M | 33k | 357.37 | |
| Deere & Company (DE) | 0.8 | $3.2M | 5.0k | 634.33 | |
| Paycom Software (PAYC) | 0.7 | $2.7M | 21k | 125.68 | |
| salesforce (CRM) | 0.6 | $2.4M | 16k | 156.66 | |
| Morningstar (MORN) | 0.2 | $577k | 3.7k | 156.02 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $230k | 500.00 | 459.13 |
