# RV Capital portfolio: Q2 2026 13F holdings | moatshark

Robert Vinall’s RV Capital: $383m in 13 US holdings at Q2 2026, with buys and sells.

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%.

13F for the quarter ending 2026-06-30, filed 2026-08-14 ([filing](https://www.sec.gov/Archives/edgar/data/1766596/000176659626000007/0001766596-26-000007-index.htm)). $383m in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Carvana (CVNA) | $116m | 30.3% | Added +367% | 31.1% |
| Meta Platforms (META) | $78.3m | 20.4% | Trimmed -4.5% | 21.8% |
| Credit Acceptance (CACC) | $68.9m | 18.0% | Trimmed -13% | 13.8% |
| Interactive Brokers Group (IBKR) | $48.8m | 12.8% | Trimmed -26% | 13.4% |
| H World Group (HTHT) | $21.4m | 5.6% | Trimmed -8.1% | 7.3% |
| Yum China Holdings (YUMC) | $16.3m | 4.3% | Trimmed -5.6% | 5.4% |
| Microsoft (MSFT) | $12.3m | 3.2% | Added +31% | 2.5% |
| Alphabet (GOOG) | $11.6m | 3.0% | Unchanged | 2.4% |
| Deere & Co (DE) | $3.2m | 0.8% | Unchanged | 0.7% |
| Paycom Software (PAYC) | $2.7m | 0.7% | Unchanged | 0.7% |
| Salesforce (CRM) | $2.4m | 0.6% | Unchanged | 0.8% |
| Morningstar (MORN) | $577k | 0.1% | Unchanged | 0.2% |
| Spotify Technology (SPOT) | $230k | 0.1% | Unchanged | 0.1% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/rv-capital). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.