Rob Vinall
RV Capital
RV Capital Portfolio 13F
Rob Vinall Holdings Activity
- Portfolio value:
- $141.04M≈ (-$24M≈)
- Previous value:
- $165.22M≈
- # of changes:
- 6
- New positions:
- 1
- Reported for:
- 31 Mar 2020 (Q1)
- Latest filing date:
- 08 May 2020
RV Capital has disclosed a total of 6 changes to the portfolio in the (2020 Q1) SEC report(s): increased the number of shares of 5 and bought 1 totally new position(s).
What stocks did Rob Vinall buy in 2020 Q1?
During 2020 Q1 Rob Vinall has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (META) Meta Platforms Inc (added shares +15.31%), (CACC) Credit Acceptance Corp (added shares +11.27%), (WIX) WIX.COM LTD (added shares +10.53%), (TRUP) Trupanion Inc (added shares +3.05%) and (GOOGL) Alphabet Inc, CL-A (added shares +39.02%).
In the 2020 Q1 report(s) the following changes have been made to the top investments: (META) Meta Platforms Inc (added shares +15.31%), (CACC) Credit Acceptance Corp (added shares +11.27%), (WIX) WIX.COM LTD (added shares +10.53%), (TRUP) Trupanion Inc (added shares +3.05%) and (GOOGL) Alphabet Inc, CL-A (added shares +39.02%).
6 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Carvana Co
|
new
|
$55.09
|
+24.74%($68.72)
|
3.70%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
Alphabet Inc, CL-A
|
+39.02%
|
$58.10
|
+551.70%($378.62)
|
9.39%
|
2018 Q4
|
≈ 1.50 years
|
||||
|
|
Meta Platforms Inc
|
+15.31%
|
$166.80
|
+253.22%($589.16)
|
28.15%
|
2018 Q4
|
≈ 1.50 years
|
||||
|
|
Credit Acceptance Corp
|
+11.27%
|
$255.69
|
+128.53%($584.33)
|
23.10%
|
2018 Q4
|
≈ 1.50 years
|
||||
|
|
WIX.COM LTD
|
+10.53%
|
$100.82
|
-33.38%($67.17)
|
21.45%
|
2019 Q4
|
≈ 0.50 years
|
||||
|
|
Trupanion Inc
|
+3.05%
|
$26.03
|
-5.65%($24.56)
|
14.22%
|
2018 Q4
|
≈ 1.50 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.