Rob Vinall's Portfolio

RV Capital 13F holdings

What is Rob Vinall's portfolio?

RV Capital has disclosed a total of 11 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $452,994,175.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 31 Mar 2025, the top 5 holdings are (CVNA) CARVANA CO (25.27%), (META) META PLATFORMS INC-CLASS A (18.19%), (CACC) CREDIT ACCEPTANCE CORP (14.70%), (WIX) WIXCOM LTD (12.19%) and (PDD) PINDUODUO INC-ADR (8.77%).

To see the historical data of RV Capital's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.

To see RV Capital's original 13F reports (2025 Q1), please click on the "important" button.

Portfolio value: $452M+
Period: 2025 Q1
Number of stock: 11
Update: 14 Apr 2025
CVNA
25.27%
547,514
$209.08
2.08% $204.73
$114,474,227
CACC
14.70%
128,929
$516.35
3.69% $497.31
$66,572,489
-2.02% (-2,659)
-0.30%
DE
0.52%
5,001
$469.35
0.36% $467.67
$2,347,219
HTHT
5.39%
659,652
$37.01
9.21% $33.60
$24,413,721
+7.03% (+43,315)
+0.35%
IBKR
7.77%
212,480
$165.59
4.47% $172.99
$35,184,563
-5.29% (-11,867)
-0.43%
META
18.19%
142,988
$576.36
7.79% $531.48
$82,412,564
-4.41% (-6,595)
-0.84%
MSFT
0.95%
11,500
$375.39
3.31% $387.81
$4,316,985
PAYC
0.60%
12,395
$218.48
0.10% $218.27
$2,708,060
PDD
8.77%
335,569
$118.35
19.92% $94.78
$39,714,591
-2.87% (-9,920)
-0.26%
WIX
12.19%
338,000
$163.38
2.84% $158.74
$55,222,440
-6.05% (-21,780)
-0.79%
YUMC
5.66%
492,265
$52.06
13.27% $45.15
$25,627,316
-5.83% (-30,464)
-0.35%
11 of 11

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.