Quarter snapshot

RV Capital

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Quarter: Q1 2026
Filed: 2026-05-11
Portfolio value: $382,628,512
Positions: 13
Source: 13F on EDGAR ↗

Ticker	Change	% of portfolio	Shares	Value
CVNA history	+24%	31.05%	377,298	$118,818,309
META history	+7%	21.77%	145,534	$83,313,117
CACC history	−5%	13.77%	124,160	$52,697,453
IBKR history	+1%	13.36%	757,919	$51,111,227
HTHT history	−8%	7.34%	558,380	$28,080,930
YUMC history	−5%	5.37%	421,539	$20,562,673
MSFT history	+119%	2.46%	25,220	$9,407,607
GOOG history		2.44%	32,520	$9,351,451
CRM history	+41%	0.76%	15,511	$2,895,439
DE history		0.74%	5,001	$2,817,063
PAYC history	+73%	0.7%	21,395	$2,676,998
MORN history	NEW	0.17%	3,700	$653,790
SPOT history	NEW	0.06%	500	$242,455
WIX history	SOLD	—	—	—