RV Capital 13F, Q2 2023

Name: RV Capital 13F holdings, Q2 2023
Creator: RV Capital

Robert Vinall · quarter ending 30 June 2023 · filed 17 July 2023 · SEC CIK 1766596

$306.63M

Filed US book

Positions

28.6%

Largest position

Common stock only: shares the fund reported owning at the quarter end, valued as filed.

Largest positions, Q2 2023

Weights are against the whole filed book.

Company	Ticker	Value	% of book
CREDIT ACCEP CORP MICH	CACC	$87.79M	28.6%
META PLATFORMS INC	META	$77.23M	25.2%
SALESFORCE INC	CRM	$63.07M	20.6%
WIX COM LTD		$35.66M	11.6%
INTERACTIVE BROKERS GROUP IN	IBKR	$23.99M	7.8%
CARVANA CO	CVNA	$18.40M	6.0%
TRUPANION INC	TRUP	$492.0K	0.2%

This is the earliest RV Capital 13F we hold, so there is no earlier filing here to compare it with.

Other quarters

Q3 2023 →Robert Vinall's latest portfolio

Source: SEC Form 13F-HR, accession 0001172661-23-002515, filed by RV Capital AG. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.