Rob Vinall
RV Capital
RV Capital Portfolio 13F
Rob Vinall Holdings Activity
- Portfolio value:
- $382.63M≈ (-$47M≈)
- Previous value:
- $429.53M≈
- # of changes:
- 12
- New positions:
- 2
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 11 May 2026
RV Capital has disclosed a total of 12 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 6, bought 2 totally new, decreased the number of shares of 3 and completely sold out 1 position(s).
What stocks is Rob Vinall buying now?
In the recent quarter Rob Vinall has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (CVNA) Carvana Co (added shares +24.36%), (META) Meta Platforms Inc (added shares +6.77%), (IBKR) Interactive Brokers Group Inc (added shares +0.72%), (MSFT) Microsoft Corp (added shares +119.30%) and (CRM) Salesforce.com Inc (added shares +41.27%).
In the latest report(s) the following changes have been made to the top investments: (CVNA) Carvana Co (added shares +24.36%), (META) Meta Platforms Inc (added shares +6.77%), (CACC) Credit Acceptance Corp (reduced shares -4.81%), (IBKR) Interactive Brokers Group Inc (added shares +0.72%) and (HTHT) Huazhu Group Ltd (reduced shares -7.46%).
12 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Morningstar Inc
|
new
|
+3,700
|
3,700
|
+0.17%
|
$176.70
|
+9.06%($192.70)
|
0.17%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
SPOTIFY TECHNOLOGY SA
|
new
|
+500
|
500
|
+0.06%
|
$484.91
|
+4.32%($505.86)
|
0.06%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Microsoft Corp
|
+119.30%
|
+13,720
|
25,220
|
+1.34%
|
$373.02
|
+23.63%($461.18)
|
2.46%
|
2024 Q4
|
≈ 1.50 years
|
|
|
|
Paycom Software, Inc
|
+72.61%
|
+9,000
|
21,395
|
+0.29%
|
$125.12
|
+30.57%($163.37)
|
0.70%
|
2024 Q3
|
≈ 1.75 years
|
|
|
|
Salesforce.com Inc
|
+41.27%
|
+4,531
|
15,511
|
+0.22%
|
$186.67
|
-1.98%($182.97)
|
0.76%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
Carvana Co
|
+24.36%
|
+73,895
|
377,298
|
+6.08%
|
$314.92
|
-80.49%($61.44)
|
31.05%
|
2021 Q4
|
≈ 4.50 years
|
|
|
|
Meta Platforms Inc
|
+6.77%
|
+9,223
|
145,534
|
+1.38%
|
$572.46
|
-4.07%($549.19)
|
21.77%
|
2018 Q4
|
≈ 7.50 years
|
|
|
|
Interactive Brokers Group Inc
|
+0.72%
|
+5,441
|
757,919
|
+0.1%
|
$67.44
|
+32.08%($89.07)
|
13.36%
|
2023 Q1
|
≈ 3.25 years
|
|
|
|
Credit Acceptance Corp
|
-4.81%
|
-6,271
|
124,160
|
-0.62%
|
$424.43
|
+34.12%($569.24)
|
13.77%
|
2018 Q4
|
≈ 7.50 years
|
|
|
|
Yum China Holdings Inc
|
-5.13%
|
-22,782
|
421,539
|
-0.26%
|
$48.78
|
-1.50%($48.05)
|
5.37%
|
2024 Q3
|
≈ 1.75 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.