RV Capital GmbH portfolio — 13F holdings Q2 2026
RV Capital GmbH (Robert Vinall) reported 13 long positions worth $382.9 million as of 2026-06-30. Top holdings: CARVANA CO., Meta Platforms, Inc., CREDIT ACCEPTANCE CORP, Interactive Brokers Group, Inc., H World Group Ltd. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| CARVANA CO. | 2026-06-30 | 116060143.00 USD | 30.31% | add | Original filing |
| Meta Platforms, Inc. | 2026-06-30 | 78295620.00 USD | 20.45% | reduce | Original filing |
| CREDIT ACCEPTANCE CORP | 2026-06-30 | 68941113.00 USD | 18.01% | reduce | Original filing |
| Interactive Brokers Group, Inc. | 2026-06-30 | 48836925.00 USD | 12.75% | reduce | Original filing |
| H World Group Ltd | 2026-06-30 | 21419590.00 USD | 5.59% | reduce | Original filing |
| Yum China Holdings, Inc. | 2026-06-30 | 16267118.00 USD | 4.25% | reduce | Original filing |
| MICROSOFT CORP | 2026-06-30 | 12346962.00 USD | 3.22% | add | Original filing |
| Alphabet Inc. | 2026-06-30 | 11621672.00 USD | 3.04% | hold | Original filing |
| DEERE & CO | 2026-06-30 | 3172284.00 USD | 0.83% | hold | Original filing |
| Paycom Software, Inc. | 2026-06-30 | 2688924.00 USD | 0.70% | hold | Original filing |
| Salesforce, Inc. | 2026-06-30 | 2429953.00 USD | 0.63% | hold | Original filing |
| Morningstar, Inc. | 2026-06-30 | 577274.00 USD | 0.15% | hold | Original filing |
| Spotify Technology S.A. | 2026-06-30 | 229565.00 USD | 0.06% | hold | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-11 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-01-30 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-10-22 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-07-08 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-04-14 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-01-22 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-12 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-07 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-02 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-13 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-10-10 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-07-17 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-04-14 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-03 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-11 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-08 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-10-27 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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