Rob Vinall Holdings Activity

RV Capital Portfolio 13F

RV Capital has disclosed a total of 7 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 6 position(s).

What stocks is Rob Vinall buying now?

In the recent quarter Rob Vinall has bought (HTHT) H WORLD GROUP LTD-ADR (added shares +7.03%).

What does Rob Vinall invest in?

Rob Vinall's top 5 holdings (by % of portfolio) are (CVNA) CARVANA CO (25.27%), (META) META PLATFORMS INC-CLASS A (18.19%), (CACC) CREDIT ACCEPTANCE CORP (14.7%), (WIX) WIXCOM LTD (12.19%) and (PDD) PINDUODUO INC-ADR (8.77%).

In the latest report(s) the following changes have been made to the top investments: (META) META PLATFORMS INC-CLASS A (reduced shares -4.41%), (CACC) CREDIT ACCEPTANCE CORP (reduced shares -2.02%), (WIX) WIXCOM LTD (reduced shares -6.05%) and (PDD) PINDUODUO INC-ADR (reduced shares -2.87%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q1 (7 results)
HTHT
H WORLD GROUP LTD-ADR
+7.03%
+43,315
+0.35%
$37.01
6.84% $34.48
5.39%
CACC
CREDIT ACCEPTANCE CORP
-2.02%
-2,659
-0.30%
$516.35
8.55% $472.19
14.70%
PDD
PINDUODUO INC-ADR
-2.87%
-9,920
-0.26%
$118.35
20.84% $93.69
8.77%
META
META PLATFORMS INC-CLASS A
-4.41%
-6,595
-0.84%
$576.36
12.99% $501.48
18.19%
IBKR
INTERACTIVE BROKERS GRO-CL A
-5.29%
-11,867
-0.43%
$165.59
3.67% $159.52
7.77%
YUMC
YUM CHINA HOLDINGS INC
-5.83%
-30,464
-0.35%
$52.06
20.53% $41.37
5.66%
WIX
WIXCOM LTD
-6.05%
-21,780
-0.79%
$163.38
2.22% $159.76
12.19%
2024 Q4 (8 results)
MSFT
MICROSOFT CORP
buy
+11,500
+1.04%
$421.50
12.74% $367.78
1.04%
PDD
PINDUODUO INC-ADR
+8.17%
+26,100
+0.54%
$96.99
3.40% $93.69
7.18%
CACC
CREDIT ACCEPTANCE CORP
-1.94%
-2,600
-0.26%
$469.46
0.58% $472.19
13.24%
YUMC
YUM CHINA HOLDINGS INC
-5.20%
-28,700
-0.30%
$48.17
14.12% $41.37
5.40%
WIX
WIXCOM LTD
-9.21%
-36,500
-1.68%
$214.55
25.54% $159.76
16.54%
CVNA
CARVANA CO
-28.12%
-214,217
-9.34%
$203.36
3.96% $211.41
23.86%
IBKR
INTERACTIVE BROKERS GRO-CL A
-28.90%
-91,200
-3.50%
$178.95
10.86% $159.52
8.60%
CRM
SALESFORCECOM INC
-100.00%
-7,000
-0.41%
$273.71
9.66% $247.26
0.00%
2024 Q3 (8 results)
PAYC
PAYCOM SOFTWARE INC
buy
+12,395
+0.43%
$166.57
30.22% $216.91
0.43%
HTHT
H WORLD GROUP LTD-ADR
buy
+616,337
+4.73%
$37.20
7.31% $34.48
4.73%
YUMC
YUM CHINA HOLDINGS INC
buy
+551,429
+5.12%
$45.02
8.11% $41.37
5.12%
IBKR
INTERACTIVE BROKERS GRO-CL A
+1.81%
+5,600
+0.16%
$139.36
14.47% $159.52
9.07%
PDD
PINDUODUO INC-ADR
+0.54%
+1,700
+0.05%
$134.81
30.50% $93.69
8.88%
CACC
CREDIT ACCEPTANCE CORP
-2.54%
-3,500
-0.32%
$443.42
6.49% $472.19
12.27%
CVNA
CARVANA CO
-7.06%
-57,900
-2.08%
$174.11
21.42% $211.41
27.35%
META
META PLATFORMS INC-CLASS A
-18.30%
-33,500
-3.96%
$572.44
12.40% $501.48
17.66%
2024 Q2 (6 results)
CRM
SALESFORCECOM INC
buy
+7,000
+0.43%
$257.10
3.83% $247.26
0.43%
DE
DEERE & CO
buy
+5,001
+0.45%
$373.63
20.99% $452.07
0.45%
PDD
PINDUODUO INC-ADR
+9.40%
+27,289
+0.87%
$132.95
29.53% $93.69
10.16%
CVNA
CARVANA CO
-3.29%
-27,900
-0.86%
$128.72
64.24% $211.41
25.38%
META
META PLATFORMS INC-CLASS A
-7.71%
-15,300
-1.86%
$504.22
0.54% $501.48
22.21%
WIX
WIXCOM LTD
-8.12%
-35,000
-1.34%
$159.07
0.43% $159.76
15.17%
2024 Q1 (6 results)
PDD
PINDUODUO INC-ADR
+45.86%
+91,300
+2.83%
$116.25
19.41% $93.69
9.02%
CVNA
CARVANA CO
+18.47%
+132,119
+3.10%
$87.91
140.48% $211.41
19.90%
WIX
WIXCOM LTD
-3.79%
-17,007
-0.62%
$137.48
16.21% $159.76
15.83%
CACC
CREDIT ACCEPTANCE CORP
-5.62%
-8,200
-1.21%
$551.55
14.39% $472.19
20.28%
CRM
SALESFORCECOM INC
-100.00%
-186,849
-13.13%
$263.14
6.03% $247.26
0.00%
TRUP
TRUPANION INC
-100.00%
-25,000
-0.20%
$30.51
13.80% $34.72
0.00%
2023 Q4 (6 results)
CVNA
CARVANA CO
+12.46%
+79,277
+1.21%
$52.94
299.34% $211.41
10.96%
IBKR
INTERACTIVE BROKERS GRO-CL A
+7.34%
+21,200
+0.51%
$82.90
92.42% $159.52
7.43%
WIX
WIXCOM LTD
-3.86%
-18,013
-0.64%
$123.02
29.87% $159.76
15.95%
CACC
CREDIT ACCEPTANCE CORP
-7.49%
-11,808
-1.82%
$532.73
11.36% $472.19
22.48%
META
META PLATFORMS INC-CLASS A
-26.14%
-70,200
-7.19%
$353.96
41.68% $501.48
20.31%
CRM
SALESFORCECOM INC
-36.63%
-107,994
-8.22%
$263.14
6.03% $247.26
0.00%
2023 Q3 (6 results)
PDD
PINDUODUO INC-ADR
buy
+199,100
+5.96%
$98.07
4.47% $93.69
5.96%
WIX
WIXCOM LTD
+2.30%
+10,500
+0.29%
$91.80
74.03% $159.76
13.06%
META
META PLATFORMS INC-CLASS A
-0.19%
-517
-0.05%
$300.21
67.04% $501.48
24.60%
CRM
SALESFORCECOM INC
-1.24%
-3,700
-0.23%
$202.78
21.94% $247.26
18.24%
CACC
CREDIT ACCEPTANCE CORP
-8.77%
-15,150
-2.13%
$460.12
2.62% $472.19
22.14%
CVNA
CARVANA CO
-10.38%
-73,700
-0.94%
$41.98
403.60% $211.41
8.15%
47 of 121

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.