RV Capital 13F, Q2 2025
Robert Vinall · quarter ending 30 June 2025 · filed 8 July 2025 · SEC CIK 1766596
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2025
Weights are against the whole filed book. Changes are in shares held, against the Q1 2025 filing.
| Company | Ticker | Value | % of book | vs Q1 2025 |
|---|---|---|---|---|
| CARVANA CO | CVNA | $171.97M | 31.8% | -7% shares |
| META PLATFORMS INC | META | $105.54M | 19.5% | unchanged |
| CREDIT ACCEP CORP MICH | CACC | $65.68M | 12.2% | unchanged |
| WIX COM LTD | $53.56M | 9.9% | unchanged | |
| INTERACTIVE BROKERS GROUP IN | IBKR | $47.09M | 8.7% | +300% shares |
| PDD HOLDINGS INC | PDD | $35.12M | 6.5% | unchanged |
| H WORLD GROUP LTD | HTHT | $22.38M | 4.1% | unchanged |
| YUM CHINA HLDGS INC | YUMC | $22.01M | 4.1% | unchanged |
| ALPHABET INC | GOOGL | $5.73M | 1.1% | new |
| MICROSOFT CORP | MSFT | $5.72M | 1.1% | unchanged |
| PAYCOM SOFTWARE INC | PAYC | $2.87M | 0.5% | unchanged |
| DEERE & CO | DE | $2.54M | 0.5% | unchanged |
What changed since Q1 2025
Against the Q1 2025 filing, RV Capital opened 1 new position, added to 1, trimmed 1, left 9 unchanged and exited 0. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-25-002493, 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.