Rob Vinall Holdings Activity

RV Capital Portfolio 13F

RV Capital has disclosed a total of 5 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 4 and decreased the number of shares of 1 position(s).

What stocks is Rob Vinall buying now?

In the recent quarter Rob Vinall has purchased 4 securities: (META) META PLATFORMS INC-CLASS A (added shares +13.94%), (CACC) CREDIT ACCEPTANCE CORP (added shares +1.28%), (TRUP) TRUPANION INC (added shares +89.74%) and (CVNA) CARVANA CO (added shares +4.53%).

What does Rob Vinall invest in?

Rob Vinall's top 5 holdings (by % of portfolio) are (CACC) CREDIT ACCEPTANCE CORP (42.32%), (CRM) SALESFORCECOM INC (23.36%), (META) META PLATFORMS INC-CLASS A (15.14%), (WIX) WIXCOM LTD (13.31%) and (CVNA) CARVANA CO (5.26%).

In the latest report(s) the following changes have been made to the top investments: (CACC) CREDIT ACCEPTANCE CORP (added shares +1.28%), (CRM) SALESFORCECOM INC (reduced shares -0.82%), (META) META PLATFORMS INC-CLASS A (added shares +13.94%) and (CVNA) CARVANA CO (added shares +4.53%).

2022 Q2 (5 results)
TRUP
+89.74%
+10,500
+0.29%
$60.27
1.63% $59.29
0.60%
META
+13.94%
+25,500
+1.85%
$161.25
12.93% $140.41
15.14%
CVNA
+4.53%
+22,400
+0.23%
$22.58
16.04% $26.20
5.26%
CACC
+1.28%
+2,500
+0.53%
$473.41
2.35% $462.28
42.32%
CRM
-0.82%
-2,600
-0.19%
$165.04
10.92% $147.01
23.36%
2022 Q1 (5 results)
CVNA
+272.03%
+361,900
+13.37%
$119.29
78.04% $26.20
18.28%
WIX
+9.58%
+39,400
+1.27%
$104.46
30.43% $72.67
14.58%
CACC
+1.44%
+2,788
+0.48%
$550.37
16.01% $462.28
33.39%
CRM
-0.69%
-2,200
-0.14%
$212.32
30.76% $147.01
20.82%
META
-18.13%
-40,500
-2.79%
$222.36
36.86% $140.41
12.59%
2021 Q4 (6 results)
TRUP
buy
+11,700
+0.40%
$132.05
55.10% $59.29
0.40%
CVNA
buy
+133,035
+7.98%
$231.79
88.70% $26.20
7.98%
WIX
+23.28%
+77,700
+3.17%
$157.79
53.95% $72.67
16.80%
CRM
+7.28%
+21,635
+1.42%
$254.13
42.15% $147.01
20.98%
META
+4.10%
+8,800
+0.77%
$336.35
58.26% $140.41
19.45%
CACC
-9.74%
-20,837
-3.71%
$687.68
32.78% $462.28
34.38%
2021 Q3 (3 results)
CRM
+35.44%
+77,795
+6.13%
$271.22
45.80% $147.01
23.43%
CACC
-3.39%
-7,500
-1.28%
$585.30
21.02% $462.28
36.40%
WORK
-100.00%
-1,088,058
-14.01%
$44.30
2.03% $45.20
0.00%
2021 Q2 (4 results)
WIX
+10.57%
+31,900
+2.48%
$290.28
74.97% $72.67
25.91%
CACC
+3.65%
+7,800
+0.95%
$454.11
1.80% $462.28
26.90%
WORK
+3.57%
+37,500
+0.44%
$44.30
2.03% $45.20
0.00%
META
+2.14%
+4,500
+0.42%
$347.71
59.62% $140.41
19.96%
2021 Q1 (6 results)
CRM
buy
+219,513
+14.89%
$211.87
30.61% $147.01
14.89%
WIX
+14.40%
+38,000
+3.40%
$279.22
73.97% $72.67
26.98%
CACC
+8.31%
+16,395
+1.89%
$360.23
28.33% $462.28
24.65%
WORK
+3.32%
+33,758
+0.44%
$40.63
11.25% $45.20
13.67%
META
-16.96%
-42,900
-4.05%
$294.53
52.33% $140.41
19.81%
TRUP
-100.00%
-316,298
-12.12%
$119.71
50.47% $59.29
0.00%
2020 Q4 (3 results)
WORK
+82.55%
+459,800
+6.84%
$42.24
7.01% $45.20
15.11%
CACC
+7.81%
+14,300
+1.74%
$346.14
33.55% $462.28
24.03%
TRUP
-56.01%
-402,702
-16.97%
$119.71
50.47% $59.29
0.00%
2020 Q3 (5 results)
WORK
buy
+557,000
+5.60%
$26.86
68.28% $45.20
5.60%
META
-2.69%
-7,000
-0.69%
$261.90
46.39% $140.41
24.80%
WIX
-9.35%
-27,200
-2.59%
$254.85
71.49% $72.67
25.17%
TRUP
-9.67%
-76,956
-2.27%
$78.90
24.85% $59.29
21.23%
CVNA
-100.00%
-94,642
-4.26%
$120.20
78.20% $26.20
0.00%
2020 Q2 (5 results)
CACC
+43.64%
+55,600
+9.11%
$419.01
10.33% $462.28
30.00%
META
+9.24%
+22,000
+1.95%
$227.07
38.16% $140.41
23.09%
TRUP
+3.33%
+25,639
+0.43%
$42.69
38.89% $59.29
13.29%
WIX
-3.03%
-9,100
-0.91%
$256.22
71.64% $72.67
29.17%
GOOGL
-100.00%
-228,000
-5.18%
$58.10
69.96% $98.74
0.00%
2020 Q1 (6 results)
CVNA
buy
+94,642
+3.70%
$55.09
52.44% $26.20
3.70%
GOOGL
+39.02%
+64,000
+2.64%
$58.10
69.96% $98.74
0.00%
META
+15.31%
+31,600
+3.74%
$166.80
15.82% $140.41
28.15%
CACC
+11.27%
+12,900
+2.34%
$255.69
80.80% $462.28
23.10%
WIX
+10.53%
+28,600
+2.04%
$100.82
27.92% $72.67
21.45%
TRUP
+3.05%
+22,773
+0.42%
$26.03
127.78% $59.29
14.22%
48 of 60

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.