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RV Capital

Long Only

Robert Vinall · Filed 2026-08-14 · CIK 0001766596 · Q2 2026

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13F Long Booki
$382.9M
As of Q2 2026
Positions
13
Filed
2026-08-14
CIK 0001766596
13F long book at a glance — % of 13F
CVNA · 30%
META · 20%
CACC · 18%
IBKR · 13%
HTHT
YUMC
Weights are % of 13F long book — no factual capital disclosure exists for this filer.i
#
Value
# SharesSourceWeight
1
CARVANA COHIST
CVNA
$116.1M
30.3%1,763,296+1,385,998+367.3%0.25%13F
2
META PLATFORMS INCHIST
META
$78.3M
20.4%138,997(6,537)(4.5%)0.01%13F
3
CREDIT ACCEP CORP MICHHIST
CACC
$68.9M
18.0%108,272(15,888)(12.8%)—13F
4
INTERACTIVE BROKERS GROUP INHIST
IBKR
$48.8M
12.8%561,086(196,833)(26.0%)1.33%13F
5
H WORLD GROUP LTDHIST
HTHT
$21.4M
5.6%513,413(44,967)(8.1%)0.02%13F
6
YUM CHINA HLDGS INCHIST
YUMC
$16.3M
4.2%398,021(23,518)(5.6%)0.12%13F
7
MICROSOFT CORPHIST
MSFT
$12.3M
3.2%33,100+7,880+31.2%0.00%13F
8
ALPHABET INCHIST
GOOGL
$11.6M
3.0%32,520——0.00%13F
9
DEERE & COHIST
DE
$3.2M
0.8%5,001——0.00%13F
10
PAYCOM SOFTWARE INCHIST
PAYC
$2.7M
0.7%21,395——0.05%13F
11
SALESFORCE INCHIST
CRM
$2.4M
0.6%15,511——0.00%13F
12
MORNINGSTAR INCHIST
MORN
$0.6M
0.2%3,700——0.01%13F
13
SPOTIFY TECHNOLOGY S AHIST
SPOT
$0.2M
0.1%500——0.00%13F
Positions are primarily from the latest 13F-HR. Schedule 13D/13G filings (>5% stakes) are merged in when present; they report shares and percent of class but not dollar value. Chg Shares is the absolute change vs the same position in the prior quarter's 13F. % Out is position shares ÷ issuer shares outstanding (from the issuer's latest XBRL cover-page figure; weighted-average basic shares as a fallback), or the percent of class reported on a 13D/13G. Where a figure can't be sourced from a filing it shows “—” — never an estimate.