RV Capital 13F, Q1 2026
Robert Vinall · quarter ending 31 March 2026 · filed 11 May 2026 · SEC CIK 1766596
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| CARVANA CO | CVNA | $118.82M | 31.1% | +24% shares |
| META PLATFORMS INC | META | $83.31M | 21.8% | +7% shares |
| CREDIT ACCEP CORP MICH | CACC | $52.70M | 13.8% | -5% shares |
| INTERACTIVE BROKERS GROUP IN | IBKR | $51.11M | 13.4% | unchanged |
| H WORLD GROUP LTD | HTHT | $28.08M | 7.3% | -8% shares |
| YUM CHINA HLDGS INC | YUMC | $20.56M | 5.4% | -5% shares |
| MICROSOFT CORP | MSFT | $9.41M | 2.5% | +119% shares |
| ALPHABET INC | GOOGL | $9.35M | 2.4% | unchanged |
| SALESFORCE INC | CRM | $2.90M | 0.8% | +41% shares |
| DEERE & CO | DE | $2.82M | 0.7% | unchanged |
| PAYCOM SOFTWARE INC | PAYC | $2.68M | 0.7% | +73% shares |
| MORNINGSTAR INC | MORN | $653.8K | 0.2% | new |
| SPOTIFY TECHNOLOGY S A | $242.5K | 0.1% | new |
What changed since Q4 2025
Against the Q4 2025 filing, RV Capital opened 2 new positions, added to 5, trimmed 3, left 3 unchanged and exited 1. 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 0001766596-26-000005, 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.