In Q2 2026, RV Capital held 13 US-listed stocks worth $383m. Its biggest move was cutting Credit Acceptance (13% fewer shares, now 18%), followed by cutting H World Group (8% fewer shares, now 5.6%). Its largest holding is Carvana at 30%.
Q2 2026, filed 14 Aug 2026 (filing): 0 new, 2 added to, 5 trimmed, 0 sold out. Select a row to see it over time.How this works
Changes compare share counts with Q1 2026, adjusted for stock splits. Share classes of the same company are combined. Values are at quarter-end prices.
13F holdings with change from the previous quarter
Each bar is one 13F. Select a bar or press play to see that quarter’s 12 largest positions.How this works
Bars are split by share of the US portfolio: the six biggest holdings over the period in colour, everything else in grey. The last eight quarters are shown in full, earlier years at year end.
2019
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2023
Q4 ’24
Q2 ’25
Q4 ’25
Q2 ’26
CACCMETACVNAWIXIBKRCRMEverything else
2018: Credit Acceptance 37.4%, Meta Platforms 24.1%, Carvana 0.0%, Wix.com 0.0%, Interactive Brokers Group 0.0%, Salesforce 0.0%; 2019: Credit Acceptance 30.6%, Meta Platforms 25.6%, Carvana 0.0%, Wix.com 20.1%, Interactive Brokers Group 0.0%, Salesforce 0.0%; 2020: Credit Acceptance 24.0%, Meta Platforms 24.3%, Carvana 0.0%, Wix.com 23.2%, Interactive Brokers Group 0.0%, Salesforce 0.0%; 2021: Credit Acceptance 34.4%, Meta Platforms 19.4%, Carvana 8.0%, Wix.com 16.8%, Interactive Brokers Group 0.0%, Salesforce 21.0%; 2022: Credit Acceptance 46.9%, Meta Platforms 12.8%, Carvana 1.7%, Wix.com 17.7%, Interactive Brokers Group 0.0%, Salesforce 20.3%; 2023: Credit Acceptance 22.5%, Meta Platforms 20.3%, Carvana 11.0%, Wix.com 15.9%, Interactive Brokers Group 7.4%, Salesforce 14.2%; Q3 ’24: Credit Acceptance 12.3%, Meta Platforms 17.7%, Carvana 27.4%, Wix.com 13.7%, Interactive Brokers Group 9.1%, Salesforce 0.4%; Q4 ’24: Credit Acceptance 13.2%, Meta Platforms 18.8%, Carvana 23.9%, Wix.com 16.5%, Interactive Brokers Group 8.6%, Salesforce 0.0%; Q1 ’25: Credit Acceptance 14.7%, Meta Platforms 18.2%, Carvana 25.3%, Wix.com 12.2%, Interactive Brokers Group 7.8%, Salesforce 0.0%; Q2 ’25: Credit Acceptance 12.2%, Meta Platforms 19.5%, Carvana 31.8%, Wix.com 9.9%, Interactive Brokers Group 8.7%, Salesforce 0.0%; Q3 ’25: Credit Acceptance 11.2%, Meta Platforms 18.8%, Carvana 30.8%, Wix.com 10.2%, Interactive Brokers Group 10.1%, Salesforce 0.5%; Q4 ’25: Credit Acceptance 13.5%, Meta Platforms 20.9%, Carvana 29.8%, Wix.com 7.6%, Interactive Brokers Group 11.3%, Salesforce 0.7%; Q1 ’26: Credit Acceptance 13.8%, Meta Platforms 21.8%, Carvana 31.1%, Wix.com 0.0%, Interactive Brokers Group 13.4%, Salesforce 0.8%; Q2 ’26: Credit Acceptance 18.0%, Meta Platforms 20.4%, Carvana 30.3%, Wix.com 0.0%, Interactive Brokers Group 12.8%, Salesforce 0.6%
Q1 Q2 Q3 Q4 · each quarter is that quarter’s profits times the stake reported at its end. *2026 so far: 2 quarters. Click a quarter to see its holdings.
Net income is as reported (GAAP), so it includes one-off items and, for some companies, gains or losses on investments they hold. Companies that report under IFRS (most non-US companies) or whose shares we can’t match reliably are left out; “portfolio covered” shows how much is included. Look-through earnings explained. Growth compares earnings per share over the last 12 months with the 12 months a year earlier, for holdings profitable in both.
US holdings by sector
Consumer discretionary40.2%
Financials30.9%
Communication and media23.6%
Technology4.6%
Industrials0.8%
Sectors are grouped from each company’s SEC industry code, as a share of the Q2 2026 13F.