Robert Vinall - RV Capital
RV Capital · SEC Form 13F portfolio
- Period
- 2026-06-30
- Portfolio value
- $382.89M
- Holdings
- 13
- Top 10
- 99.2%
Latest reported holdings
| Holding | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
CARVANA CO · CL A | 30.31% | $116.06M | 1.76M | −6.53% |
META PLATFORMS INC · CL A | 20.45% | $78.30M | 139.00K | −4.49% |
CREDIT ACCEP CORP MICH · COM | 18.01% | $68.94M | 108.27K | −12.80% |
INTERACTIVE BROKERS GROUP IN · COM CL A | 12.75% | $48.84M | 561.09K | −25.97% |
H WORLD GROUP LTD · SPONSORED ADS | 5.59% | $21.42M | 513.41K | −8.05% |
YUM CHINA HLDGS INC · COM | 4.25% | $16.27M | 398.02K | −5.58% |
MICROSOFT CORP · COM | 3.22% | $12.35M | 33.10K | +31.25% |
ALPHABET INC · CAP STK CL A | 3.04% | $11.62M | 32.52K | Unchanged |
DEERE & CO · COM | 0.83% | $3.17M | 5.00K | Unchanged |
PAYCOM SOFTWARE INC · COM | 0.70% | $2.69M | 21.39K | Unchanged |
SALESFORCE INC · COM | 0.63% | $2.43M | 15.51K | Unchanged |
MORNINGSTAR INC · COM | 0.15% | $577.27K | 3.70K | Unchanged |
SPOTIFY TECHNOLOGY S A · SHS | 0.06% | $229.56K | 500.00 | Unchanged |