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User

Rob Vinall

RV Capital

RV Capital Portfolio 13F

Rob Vinall Holdings Activity

Portfolio value:
$197.72M≈ (-$12M≈)
Previous value:
$209.51M≈
# of changes:
1
New positions:
0
Reported for:
31 Dec 2022 (Q4)
Latest filing date:
03 Feb 2023
RV Capital has disclosed a total of 1 change to the portfolio in the (2022 Q4) SEC report(s): decreased the number of shares of 1 position(s).

What stocks did Rob Vinall buy in 2022 Q4?

During 2022 Q4 Rob Vinall has not purchased any securities.

What did Rob Vinall invest in during 2022 Q4?

Rob Vinall's top 5 holdings (by % of portfolio) were (CACC) Credit Acceptance Corp (46.85%), (CRM) Salesforce.com Inc (20.33%), (WIX) WIX.COM LTD (17.71%), (META) Meta Platforms Inc (12.81%) and (CVNA) Carvana Co (1.70%).
In the 2022 Q4 report(s) the following change has been made to the top investments: (CRM) Salesforce.com Inc (reduced shares -0.62%).
* 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.