Rob Vinall's Portfolio

RV Capital 13F holdings

What is Rob Vinall's portfolio?

RV Capital has disclosed a total of 13 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $382,628,512.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 31 Mar 2026, the top 5 holdings are (CVNA) CARVANA CO (31.05%), (META) META PLATFORMS INC-CLASS A (21.77%), (CACC) CREDIT ACCEPTANCE CORP (13.77%), (IBKR) INTERACTIVE BROKERS GRO-CL A (13.36%) and (HTHT) H WORLD GROUP LTD-ADR (7.34%).

To see the historical data of RV Capital's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see RV Capital's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $382M+
Period: 2026 Q1
Number of stock: 13
Update: 11 May 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOGL
ALPHABET INC-CL A
2.44%
32,520
$287.56
24.84% $358.99
$9,351,451
CVNA
CARVANA CO
31.05%
377,298
$314.92
79.79% $63.65
$118,818,309
+24.36% (+73,895)
+6.08%
CACC
CREDIT ACCEPTANCE CORP
13.77%
124,160
$424.43
27.60% $541.58
$52,697,453
-4.81% (-6,271)
-0.70%
DE
DEERE & CO
0.74%
5,001
$563.30
4.44% $588.29
$2,817,063
HTHT
H WORLD GROUP LTD-ADR
7.34%
558,380
$50.29
-
$28,080,930
-7.46% (-45,036)
-0.59%
IBKR
INTERACTIVE BROKERS GRO-CL A
13.36%
757,919
$67.44
29.23% $87.15
$51,111,227
+0.72% (+5,441)
+0.10%
META
META PLATFORMS INC-CLASS A
21.77%
145,534
$572.47
8.82% $622.98
$83,313,117
+6.77% (+9,223)
+1.38%
MSFT
MICROSOFT CORP
2.46%
25,220
$373.02
14.56% $427.34
$9,407,607
+119.30% (+13,720)
+1.34%
MORN
MORNINGSTAR INC
0.17%
3,700
$176.70
2.28% $180.73
$653,790
buy
+0.17%
PAYC
PAYCOM SOFTWARE INC
0.70%
21,395
$125.12
10.12% $137.79
$2,676,998
+72.61% (+9,000)
+0.29%
CRM
SALESFORCECOM INC
0.76%
15,511
$186.67
2.11% $190.61
$2,895,439
+41.27% (+4,531)
+0.22%
SPOT
SPOTIFY TECHNOLOGY SA
0.06%
500
$484.91
0.54% $487.54
$242,455
buy
+0.06%
YUMC
YUM CHINA HOLDINGS INC
5.37%
421,539
$48.78
11.97% $42.94
$20,562,673
-5.13% (-22,782)
-0.29%
13 of 13

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
WIX
WIXCOM LTD
314,996
-8.55%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.