Rob Vinall Holdings Activity

RV Capital Portfolio 13F

RV Capital has disclosed a total of 2 changes to the portfolio in the latest (2025 Q2) SEC report(s): bought 1 totally new and decreased the number of shares of 1 position(s).

What stocks is Rob Vinall buying now?

In the recent quarter Rob Vinall has bought (GOOGL) ALPHABET INC-CL A (new buy).

What does Rob Vinall invest in?

Rob Vinall's top 5 holdings (by % of portfolio) are (CVNA) CARVANA CO (31.83%), (META) META PLATFORMS INC-CLASS A (19.54%), (CACC) CREDIT ACCEPTANCE CORP (12.16%), (WIX) WIXCOM LTD (9.91%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (8.72%).

In the latest report(s) the following change has been made to the top investments: (CVNA) CARVANA CO (reduced shares -6.79%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q2 (2 results)
GOOGL
ALPHABET INC-CL A
buy
+32,520
+1.06%
$176.23
18.31% $208.49
1.06%
CVNA
CARVANA CO
-6.79%
-37,162
-2.32%
$336.96
7.47% $362.12
31.83%
2025 Q1 (7 results)
HTHT
H WORLD GROUP LTD-ADR
+7.03%
+43,315
+0.35%
$37.01
3.67% $35.65
5.39%
CACC
CREDIT ACCEPTANCE CORP
-2.02%
-2,659
-0.30%
$516.35
0.78% $512.33
14.70%
PDD
PINDUODUO INC-ADR
-2.87%
-9,920
-0.26%
$118.35
8.33% $128.21
8.77%
META
META PLATFORMS INC-CLASS A
-4.41%
-6,595
-0.84%
$576.36
30.70% $753.30
18.19%
IBKR
INTERACTIVE BROKERS GRO-CL A
-5.29%
-47,468
-0.43%
$41.40
51.60% $62.76
7.77%
YUMC
YUM CHINA HOLDINGS INC
-5.83%
-30,464
-0.35%
$52.06
9.66% $47.03
5.66%
WIX
WIXCOM LTD
-6.05%
-21,780
-0.79%
$163.38
18.98% $132.37
12.19%
2024 Q4 (8 results)
MSFT
MICROSOFT CORP
buy
+11,500
+1.04%
$421.50
19.63% $504.26
1.04%
PDD
PINDUODUO INC-ADR
+8.17%
+26,100
+0.54%
$96.99
32.19% $128.21
7.18%
CACC
CREDIT ACCEPTANCE CORP
-1.94%
-2,600
-0.26%
$469.46
9.13% $512.33
13.24%
YUMC
YUM CHINA HOLDINGS INC
-5.20%
-28,700
-0.30%
$48.17
2.37% $47.03
5.40%
WIX
WIXCOM LTD
-9.21%
-36,500
-1.68%
$214.55
38.30% $132.37
16.54%
CVNA
CARVANA CO
-28.12%
-214,217
-9.34%
$203.36
78.07% $362.12
23.86%
IBKR
INTERACTIVE BROKERS GRO-CL A
-28.90%
-364,800
-3.50%
$44.74
40.28% $62.76
8.60%
CRM
SALESFORCECOM INC
-100.00%
-7,000
-0.41%
$273.71
9.44% $247.87
0.00%
2024 Q3 (8 results)
YUMC
YUM CHINA HOLDINGS INC
buy
+551,429
+5.12%
$45.02
4.46% $47.03
5.12%
PAYC
PAYCOM SOFTWARE INC
buy
+12,395
+0.43%
$166.57
38.55% $230.78
0.43%
HTHT
H WORLD GROUP LTD-ADR
buy
+616,337
+4.73%
$37.20
4.17% $35.65
4.73%
IBKR
INTERACTIVE BROKERS GRO-CL A
+1.81%
+22,400
+0.16%
$34.84
80.14% $62.76
9.07%
PDD
PINDUODUO INC-ADR
+0.54%
+1,700
+0.05%
$134.81
4.90% $128.21
8.88%
CACC
CREDIT ACCEPTANCE CORP
-2.54%
-3,500
-0.32%
$443.42
15.54% $512.33
12.27%
CVNA
CARVANA CO
-7.06%
-57,900
-2.08%
$174.11
107.98% $362.12
27.35%
META
META PLATFORMS INC-CLASS A
-18.30%
-33,500
-3.96%
$572.44
31.59% $753.30
17.66%
2024 Q2 (6 results)
CRM
SALESFORCECOM INC
buy
+7,000
+0.43%
$257.10
3.59% $247.87
0.43%
DE
DEERE & CO
buy
+5,001
+0.45%
$373.63
30.58% $487.90
0.45%
PDD
PINDUODUO INC-ADR
+9.40%
+27,289
+0.87%
$132.95
3.57% $128.21
10.16%
CVNA
CARVANA CO
-3.29%
-27,900
-0.86%
$128.72
181.32% $362.12
25.38%
META
META PLATFORMS INC-CLASS A
-7.71%
-15,300
-1.86%
$504.22
49.40% $753.30
22.21%
WIX
WIXCOM LTD
-8.12%
-35,000
-1.34%
$159.07
16.79% $132.37
15.17%
2024 Q1 (6 results)
PDD
PINDUODUO INC-ADR
+45.86%
+91,300
+2.83%
$116.25
10.29% $128.21
9.02%
CVNA
CARVANA CO
+18.47%
+132,119
+3.10%
$87.91
311.92% $362.12
19.90%
WIX
WIXCOM LTD
-3.79%
-17,007
-0.62%
$137.48
3.72% $132.37
15.83%
CACC
CREDIT ACCEPTANCE CORP
-5.62%
-8,200
-1.21%
$551.55
7.11% $512.33
20.28%
CRM
SALESFORCECOM INC
-100.00%
-186,849
-13.13%
$263.14
5.80% $247.87
0.00%
TRUP
TRUPANION INC
-100.00%
-25,000
-0.20%
$30.51
50.21% $45.83
0.00%
2023 Q4 (6 results)
CVNA
CARVANA CO
+12.46%
+79,277
+1.21%
$52.94
584.02% $362.12
10.96%
IBKR
INTERACTIVE BROKERS GRO-CL A
+7.34%
+84,800
+0.51%
$20.73
202.82% $62.76
7.43%
WIX
WIXCOM LTD
-3.86%
-18,013
-0.64%
$123.02
7.60% $132.37
15.95%
CACC
CREDIT ACCEPTANCE CORP
-7.49%
-11,808
-1.82%
$532.73
3.83% $512.33
22.48%
META
META PLATFORMS INC-CLASS A
-26.14%
-70,200
-7.19%
$353.96
112.82% $753.30
20.31%
CRM
SALESFORCECOM INC
-36.63%
-107,994
-8.22%
$263.14
5.80% $247.87
0.00%
2023 Q3 (6 results)
PDD
PINDUODUO INC-ADR
buy
+199,100
+5.96%
$98.07
30.73% $128.21
5.96%
WIX
WIXCOM LTD
+2.30%
+10,500
+0.29%
$91.80
44.19% $132.37
13.06%
META
META PLATFORMS INC-CLASS A
-0.19%
-517
-0.05%
$300.21
150.92% $753.30
24.60%
CRM
SALESFORCECOM INC
-1.24%
-3,700
-0.23%
$202.78
22.24% $247.87
18.24%
CACC
CREDIT ACCEPTANCE CORP
-8.77%
-15,150
-2.13%
$460.12
11.35% $512.33
22.14%
CVNA
CARVANA CO
-10.38%
-73,700
-0.94%
$41.98
762.60% $362.12
8.15%
49 of 123

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.