Rob Vinall Holdings Activity

RV Capital Portfolio 13F

RV Capital has disclosed a total of 1 change to the portfolio in the latest (2022 Q4) SEC report(s): decreased the number of shares of 1 position(s).

What stocks is Rob Vinall buying now?

In the recent quarter Rob Vinall has not purchased any securities.

What does Rob Vinall invest in?

Rob Vinall's top 5 holdings (by % of portfolio) are (CACC) CREDIT ACCEPTANCE CORP (46.85%), (CRM) SALESFORCECOM INC (20.33%), (WIX) WIXCOM LTD (17.71%), (META) META PLATFORMS INC-CLASS A (12.81%) and (CVNA) CARVANA CO (1.7%).

In the latest report(s) the following change has been made to the top investments: (CRM) SALESFORCECOM INC (reduced shares -0.62%).

2022 Q4 (1 result)
CRM
-0.62%
-1,900
-0.13%
$132.59
29.12% $171.20
20.33%
2022 Q3 (6 results)
CVNA
+37.21%
+192,500
+1.87%
$20.30
26.80% $14.86
6.88%
TRUP
+12.61%
+2,800
+0.08%
$59.44
1.72% $60.46
0.71%
WIX
+1.11%
+4,475
+0.19%
$78.23
15.28% $90.18
17.02%
META
+0.96%
+1,820
+0.13%
$135.68
38.93% $188.50
13.63%
CACC
-1.61%
-3,200
-0.67%
$438.00
14.29% $500.61
40.82%
CRM
-2.86%
-9,000
-0.62%
$143.84
19.02% $171.20
20.95%
2022 Q2 (5 results)
TRUP
+89.74%
+10,500
+0.29%
$60.27
0.31% $60.46
0.60%
META
+13.94%
+25,500
+1.85%
$161.25
16.90% $188.50
15.14%
CVNA
+4.53%
+20,272
+0.23%
$22.58
34.19% $14.86
5.26%
CACC
+1.28%
+2,500
+0.53%
$473.41
5.75% $500.61
42.32%
CRM
-0.82%
-2,314
-0.19%
$165.04
3.73% $171.20
23.36%
2022 Q1 (5 results)
CVNA
+272.03%
+361,900
+13.37%
$119.29
87.54% $14.86
18.28%
WIX
+9.58%
+36,248
+1.27%
$104.46
13.67% $90.18
14.58%
CACC
+1.44%
+2,788
+0.48%
$550.37
9.04% $500.61
33.39%
CRM
-0.69%
-2,200
-0.14%
$212.32
19.37% $171.20
20.82%
META
-18.13%
-37,867
-2.79%
$222.36
15.23% $188.50
12.59%
2021 Q4 (6 results)
CVNA
buy
+133,035
+7.98%
$231.79
93.59% $14.86
7.98%
TRUP
buy
+11,700
+0.40%
$132.05
54.21% $60.46
0.40%
WIX
+23.28%
+73,815
+3.17%
$157.79
42.85% $90.18
16.80%
CRM
+7.28%
+21,635
+1.42%
$254.13
32.63% $171.20
20.98%
META
+4.10%
+8,492
+0.77%
$336.35
43.96% $188.50
19.45%
CACC
-9.74%
-20,837
-3.71%
$687.68
27.20% $500.61
34.38%
2021 Q3 (3 results)
CRM
+35.44%
+77,795
+6.13%
$271.22
36.88% $171.20
23.43%
CACC
-3.39%
-7,462
-1.28%
$585.30
14.47% $500.61
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
68.93% $90.18
25.91%
CACC
+3.65%
+7,800
+0.95%
$454.11
10.24% $500.61
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
45.79% $188.50
19.96%
2021 Q1 (6 results)
CRM
buy
+219,513
+14.89%
$211.87
19.20% $171.20
14.89%
WIX
+14.40%
+19,950
+3.40%
$279.22
67.70% $90.18
26.98%
CACC
+8.31%
+16,395
+1.89%
$360.23
38.97% $500.61
24.65%
WORK
+3.32%
+33,758
+0.44%
$40.63
11.25% $45.20
13.67%
META
-16.96%
-23,166
-4.05%
$294.53
36.00% $188.50
19.81%
TRUP
-100.00%
-175,545
-12.12%
$119.71
49.49% $60.46
0.00%
2020 Q4 (3 results)
WORK
+82.55%
+459,800
+6.84%
$42.24
7.01% $45.20
15.11%
CACC
+7.81%
+8,151
+1.74%
$346.14
44.63% $500.61
24.03%
TRUP
-56.01%
-223,499
-16.97%
$119.71
49.49% $60.46
0.00%
2020 Q3 (5 results)
WORK
buy
+325,845
+5.60%
$26.86
68.28% $45.20
5.60%
META
-2.69%
-7,000
-0.69%
$261.90
28.03% $188.50
24.80%
WIX
-9.35%
-27,200
-2.59%
$254.85
64.61% $90.18
25.17%
TRUP
-9.67%
-76,956
-2.27%
$78.90
23.37% $60.46
21.23%
CVNA
-100.00%
-94,642
-4.26%
$120.20
87.64% $14.86
0.00%
2020 Q2 (5 results)
CACC
+43.64%
+34,194
+9.11%
$419.01
19.47% $500.61
30.00%
META
+9.24%
+22,000
+1.95%
$227.07
16.99% $188.50
23.09%
TRUP
+3.33%
+25,639
+0.43%
$42.69
41.63% $60.46
13.29%
WIX
-3.03%
-5,460
-0.91%
$256.22
64.80% $90.18
29.17%
GOOGL
-100.00%
-228,000
-5.18%
$58.10
74.14% $101.17
0.00%
49 of 67

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.