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CIK 1766596

13F portfolio (2026-Q1)
$383M
Positions
13
Implied 1Y CAGR
+11.0%
modeled · as filed

Reported long US book (13F) · Δ vs 2025-Q4 · methodology

Implied return what this book implies methodology →

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As filed = each book applied at quarter-end (what it did) · As copyable = applied at the 45-day filing deadline (what a follower could have earned).

Computing…

Exposures · what it owns, by sector & size (2026-Q1)

Holdings
13
Top 5
87.3%
Top 10
99.1%
Effective N
5.3
HHI
0.190

By sector

Consumer Discretionary: 43.8%Financials: 27.3%Communication Services: 24.3%Information Technology: 3.9%Industrials: 0.7%Sector
Consumer Discretionary43.8%
Financials27.3%
Communication Services24.3%
Information Technology3.9%
Industrials0.7%

By market cap

Large ($10–200B): 38.6%Mega (>$200B): 26.7%Unknown: 20.8%Mid ($2–10B): 13.9%Size
Large ($10–200B)38.6%
Mega (>$200B)26.7%
Unknown20.8%
Mid ($2–10B)13.9%

By region

North America: 92.7%Asia-Pacific: 7.3%Region
North America92.7%
Asia-Pacific7.3%

By industry group GICS — finer than sector

Industry groupWeightNames
Specialty Retail31.05%1
Software & IT Services24.22%2
Banks13.77%1
Capital Markets13.53%2
Hotels, Restaurants & Leisure12.71%2
Software3.92%3
Machinery0.74%1
Media & Entertainment0.06%1

Top holdings

#TickerNameSectorWeight
1CVNACARVANA CO.Consumer Discretionary31.05%
2METAMeta Platforms, Inc.Communication Services21.77%
3CACCCREDIT ACCEPTANCE CORPFinancials13.77%
4IBKRInteractive Brokers Group, Inc.Financials13.36%
5HTHTH World Group LtdConsumer Discretionary7.34%
6YUMCYum China Holdings, Inc.Consumer Discretionary5.37%
7MSFTMICROSOFT CORPInformation Technology2.46%
8GOOGLAlphabet Inc.Communication Services2.44%
9CRMSalesforce, Inc.Information Technology0.76%
10DEDEERE & COIndustrials0.74%

13/13 classified; unclassified names are still shown.

Sector allocation over time · how the sector mix & top names shifted each quarter

top 5 per sector, the rest → “Other” · 30 quarters
0%25%50%75%100%201820192020202120222023202420252026CACCTRUPIBKRMORNMETAGOOGLSPOTCVNAHTHTYUMCSHAKCRMMSFTPAYCPDDDEWIXSLACK TECHNOLOGIES INC COM

Sector allocation over 30 reported quarters, 2018-Q4 to 2026-Q1, 18 bands (top holdings within each sector). Latest quarter 2026-Q1: CVNA 31.1%, META 21.8%, CACC 13.8%, IBKR 13.4%, HTHT 7.3%. Use the arrow keys to read a quarter.

FinancialsCACC, TRUP, IBKR, MORN
Communication ServicesMETA, GOOGL, SPOT
Consumer DiscretionaryCVNA, HTHT, YUMC, SHAK
Information TechnologyCRM, MSFT, PAYC
IndustrialsPDD, DE
UnclassifiedWIX, SLACK TECHNOLOGIES INC COM

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 100.0% of the book is classified (unclassified names are still shown).

Style box · size × value-growth placement (2026-Q1), classified on today's fundamentals (not point-in-time) — load into PORT to overlay your own book

ValueCore (blend)GrowthSmallMidLarge14%1%5%31%1%27%
holdings, colored by sector (10 classified)RV Capital AG centroid (Mid Growth)
Consumer DiscretionaryCommunication ServicesFinancialsInformation TechnologyIndustrials

Style box summary for RV Capital AG: centroid Mid Growth. Heaviest cells: Mid Growth 31.1%, Large Growth 27.4%, Small Core 13.8%.

Classified: 79.2% of book weight (10/13 names) · unclassified 20.8%.

Contribution holdings-based, any period

Attribution lands once this book has priced history across the window. Try a longer period.

Holdings· 13 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#SecuritySharesValueWeightΔ QoQ
1CVNACARVANA CO377,298$119M31.1%ADD 24%
2METAMETA PLATFORMS INC145,534$83M21.8%ADD 7%
3CACCCREDIT ACCEP CORP MICH124,160$53M13.8%TRIM −5%
4IBKRINTERACTIVE BROKERS GROUP IN757,919$51M13.4%HOLD
5HTHTH WORLD GROUP LTD558,380$28M7.3%TRIM −7%
6YUMCYUM CHINA HLDGS INC421,539$21M5.4%TRIM −5%
7MSFTMICROSOFT CORP25,220$9M2.5%ADD 119%
8GOOGLALPHABET INC32,520$9M2.4%HOLD
9CRMSALESFORCE INC15,511$3M0.8%ADD 41%
10DEDEERE & CO5,001$3M0.7%HOLD
11PAYCPAYCOM SOFTWARE INC21,395$3M0.7%ADD 73%
12MORNMORNINGSTAR INC3,700$653,7900.2%NEW
13SPOTSPOTIFY TECHNOLOGY S A500$242,4550.1%NEW

Position trends· top 13 holdings · shares held over 6 quarters

green added · red trimmed
Security2024-Q42025-Q12025-Q22025-Q32025-Q42026-Q1Latest value
CVNACARVANA CO548K548K510K445K303K377K$119M
METAMETA PLATFORMS INC150K143K143K140K136K146K$83M
CACCCREDIT ACCEP CORP MICH132K129K129K130K130K124K$53M
IBKRINTERACTIVE BROKERS GROUP IN224K212K850K799K752K758K$51M
HTHTH WORLD GROUP LTD616K660K660K603K603K558K$28M
YUMCYUM CHINA HLDGS INC523K492K492K444K444K422K$21M
MSFTMICROSOFT CORP12K12K12K12K12K25K$9M
GOOGLALPHABET INC33K33K33K33K$9M
CRMSALESFORCE INC11K11K16K$3M
DEDEERE & CO5K5K5K5K5K5K$3M
PAYCPAYCOM SOFTWARE INC12K12K12K12K12K21K$3M
MORNMORNINGSTAR INC4K$653,790
SPOTSPOTIFY TECHNOLOGY S A500$242,455

Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.

Related· where to look next

Similar managersConsumer Discretionary 44%
🔒 CAPITAL WEALTH MANAGEMENT, LLC
🔒 Gavilan Investment Partners LLC
🔒 Gray Foundation
🔒 Huntington Steele LLC
🔒 Lansing Street Advisors
Firm lineageForm ADV + cited

Where this firm's principals came from, and what its alumni went on to found.

joins filed 13F data only — no style, strategy or performance similarity is claimed · 13F 2026-Q1
Similar managers — “Similar” = same top sector (Consumer Discretionary) + closest 13F size, self excluded; NOT a style or performance match, and a filer whose real business is elsewhere (shorts, private, non-13F) can still surface.
Also hold CVNA — other Section 13(f) filers reporting a long position in this book's largest tickered holding for 2026-Q1. Lagged quarterly filings (up to 45 days after quarter-end); “% of shares out” is omitted where the reported share count can't carry it. Institutional 13F holdings sum to 105.5% of shares outstanding. Readings above 100% reflect securities-lending double counting: shares on loan to short sellers are reported long by both the lending institution and the one that bought them. FINRA short interest of 73,007,090 shares (settlement 2026-05-15) accounts for the excess.
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