Canonical: https://ownershiptrace.com/13f/investors/66 # 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.](https://ownershiptrace.com/13f/companies/32) | 2026-06-30 | 116060143.00 USD | 30.31% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | | [Meta Platforms, Inc.](https://ownershiptrace.com/13f/companies/42) | 2026-06-30 | 78295620.00 USD | 20.45% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | | [CREDIT ACCEPTANCE CORP](https://ownershiptrace.com/13f/companies/13) | 2026-06-30 | 68941113.00 USD | 18.01% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | | [Interactive Brokers Group, Inc.](https://ownershiptrace.com/13f/companies/15) | 2026-06-30 | 48836925.00 USD | 12.75% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | | [H World Group Ltd](https://ownershiptrace.com/13f/companies/1746) | 2026-06-30 | 21419590.00 USD | 5.59% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | | [Yum China Holdings, Inc.](https://ownershiptrace.com/13f/companies/1767) | 2026-06-30 | 16267118.00 USD | 4.25% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | | [MICROSOFT CORP](https://ownershiptrace.com/13f/companies/77) | 2026-06-30 | 12346962.00 USD | 3.22% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | | [Alphabet Inc.](https://ownershiptrace.com/13f/companies/37) | 2026-06-30 | 11621672.00 USD | 3.04% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | | [DEERE & CO](https://ownershiptrace.com/13f/companies/766) | 2026-06-30 | 3172284.00 USD | 0.83% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | | [Paycom Software, Inc.](https://ownershiptrace.com/13f/companies/1568) | 2026-06-30 | 2688924.00 USD | 0.70% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | | [Salesforce, Inc.](https://ownershiptrace.com/13f/companies/101) | 2026-06-30 | 2429953.00 USD | 0.63% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | | [Morningstar, Inc.](https://ownershiptrace.com/13f/companies/1988) | 2026-06-30 | 577274.00 USD | 0.15% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | | [Spotify Technology S.A.](https://ownershiptrace.com/13f/companies/265) | 2026-06-30 | 229565.00 USD | 0.06% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | ## Recent source filings (up to 20) | Report period | Filed | Form | Source | | --- | --- | --- | --- | | 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000007-index.html) | | 2026-03-31 | 2026-05-11 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001766596-26-000005-index.html) | | 2025-12-31 | 2026-01-30 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-26-000401-index.html) | | 2025-09-30 | 2025-10-22 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-25-004353-index.html) | | 2025-06-30 | 2025-07-08 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-25-002493-index.html) | | 2025-03-31 | 2025-04-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-25-001492-index.html) | | 2024-12-31 | 2025-01-22 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-25-000291-index.html) | | 2024-09-30 | 2024-11-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-24-004554-index.html) | | 2024-06-30 | 2024-08-07 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-24-003132-index.html) | | 2024-03-31 | 2024-05-02 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-24-001979-index.html) | | 2023-12-31 | 2024-02-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-24-000775-index.html) | | 2023-09-30 | 2023-10-10 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-23-003333-index.html) | | 2023-06-30 | 2023-07-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-23-002515-index.html) | | 2023-03-31 | 2023-04-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-23-001689-index.html) | | 2022-12-31 | 2023-02-03 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-23-000424-index.html) | | 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-22-002413-index.html) | | 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-22-001943-index.html) | | 2022-03-31 | 2022-05-11 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-22-001230-index.html) | | 2021-12-31 | 2022-02-08 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-22-000255-index.html) | | 2021-09-30 | 2021-10-27 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1766596/0001172661-21-002068-index.html) | 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. This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows. [How to read the data](https://ownershiptrace.com/docs#reading-the-data) · [Disclaimer](https://ownershiptrace.com/disclaimer)