Robert Vinall Portfolio: RV Capital 13F Holdings (Q2 2026)
Checked against SEC EDGAR
RV Capital reported 13 stock positions worth $382.9M as of Jun 30, 2026 in its 13F filed Aug 14, 2026. The top 10 make up 99% of the reported portfolio. Changes are compared with Q1 2026: 0 new, 2 added, 5 reduced, 0 sold out.
13F filings are due 45 days after each quarter ends, so these holdings can be up to four and a half months old by the time they are public. They list US-listed stocks and some other securities only: no shorts, cash, bonds or non-US shares, and options are left out here. This is a record of public filings, not investment advice.
Holdings
| Ticker | Company | % of portfolio | Value | Shares | Change compared with Q1 2026 |
|---|---|---|---|---|---|
| CVNA | CARVANA CO | 30.31% | $116.1M | 1,763,296 | Added 367% |
| META | META PLATFORMS INC | 20.45% | $78.3M | 138,997 | Reduced 4% |
| CACC | CREDIT ACCEP CORP MICH | 18.01% | $68.9M | 108,272 | Reduced 13% |
| IBKR | INTERACTIVE BROKERS GROUP IN | 12.76% | $48.8M | 561,086 | Reduced 26% |
| HTHT | H WORLD GROUP LTD | 5.59% | $21.4M | 513,413 | Reduced 8% |
| YUMC | YUM CHINA HLDGS INC | 4.25% | $16.3M | 398,021 | Reduced 6% |
| MSFT | MICROSOFT CORP | 3.23% | $12.3M | 33,100 | Added 31% |
| GOOGL | ALPHABET INC | 3.04% | $11.6M | 32,520 | No change |
| DE | DEERE & CO | 0.83% | $3.2M | 5,001 | No change |
| PAYC | PAYCOM SOFTWARE INC | 0.70% | $2.7M | 21,395 | No change |
| CRM | SALESFORCE INC | 0.64% | $2.4M | 15,511 | No change |
| MORN | MORNINGSTAR INC | 0.15% | $577.3K | 3,700 | No change |
| SPOT | SPOTIFY TECHNOLOGY S A | 0.06% | $229.6K | 500 | No change |
Geopolitical news on Robert Vinall’s top holdings
- Why AI’s Billions in Spending Are Hard to Spot in GDP Data GOOGL, META, MSFT
- The real way to tell if Amazon’s AI spending is paying off GOOGL, META, MSFT
- UBS sees buying opportunity in China AI tech stocks after selloff GOOGL, META, MSFT
- Honda exec says 50% Canada tariff would be "catastrophic" DE
- Four reasons to start worrying about inflation — including the end of tariff refunds DE
- RH Stock: A Tariff Refund Carried Q2, And Q4 Has To Carry The Year (NYSE:RH) DE
- Canada, UAE seal trade deal to cut tariffs and boost investment DE
- Professor shares insights on ND and the church’s role in conversations of AI and dignity GOOGL, META, MSFT
- Hyperscalers Are Still Spending. TE Connectivity Earnings Top Estimates. GOOGL, META, MSFT
- The AI Fed Votes to Hold Interest Rates Steady MSFT
Source: SEC EDGAR filing 0001766596-26-000007 (CIK 1766596). Values are as reported in the filing.