Rob Vinall
RV Capital
RV Capital Portfolio 13F
Rob Vinall Holdings Activity
- Portfolio value:
- $382.89M~ (+$259K~)
- Previous value:
- $382.63M~
- # of changes:
- 7
- New positions:
- 0
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
RV Capital has disclosed a total of 7 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 5 position(s).
In the latest report(s) the following changes have been made to the top investments: (CVNA) Carvana Co (added shares +367.35%), (META) Meta Platforms Inc (reduced shares -4.49%), (CACC) Credit Acceptance Corp (reduced shares -12.80%), (IBKR) Interactive Brokers Group Inc (reduced shares -25.97%) and (HTHT) Huazhu Group Ltd (reduced shares -8.05%).
7 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Carvana Co
|
+367.35%
|
+1,385,998
|
1,763,296
|
+23.83%
|
$65.82
|
+6.31%($69.97)
|
30.31%
|
2021 Q4
|
~4.75 years
|
|
|
|
Microsoft Corp
|
+31.25%
|
+7,880
|
33,100
|
+0.77%
|
$373.02
|
+29.37%($482.58)
|
3.22%
|
2024 Q4
|
~1.75 years
|
|
|
|
Meta Platforms Inc
|
-4.49%
|
-6,537
|
138,997
|
-0.96%
|
$563.29
|
-2.34%($550.10)
|
20.45%
|
2018 Q4
|
~7.75 years
|
|
|
|
Yum China Holdings Inc
|
-5.58%
|
-23,518
|
398,021
|
-0.25%
|
$40.87
|
+21.34%($49.59)
|
4.25%
|
2024 Q3
|
~2.00 years
|
|
|
|
Huazhu Group Ltd
|
-8.05%
|
-44,967
|
513,413
|
-0.49%
|
$41.72
|
+17.83%($49.16)
|
5.59%
|
2024 Q3
|
~2.00 years
|
|
|
|
Credit Acceptance Corp
|
-12.80%
|
-15,888
|
108,272
|
-2.64%
|
$636.74
|
-5.18%($603.76)
|
18.01%
|
2018 Q4
|
~7.75 years
|
|
|
|
Interactive Brokers Group Inc
|
-25.97%
|
-196,833
|
561,086
|
-4.48%
|
$87.04
|
+7.03%($93.16)
|
12.75%
|
2023 Q1
|
~3.50 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".