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Rob Vinall

RV Capital

RV Capital Portfolio 13F

Rob Vinall Holdings Activity

Portfolio value:
$415.62M≈ (+$41M≈)
Previous value:
$374.45M≈
# of changes:
6
New positions:
2
Reported for:
30 Jun 2024 (Q2)
Latest filing date:
07 Aug 2024
RV Capital has disclosed a total of 6 changes to the portfolio in the (2024 Q2) SEC report(s): increased the number of shares of 1, bought 2 totally new and decreased the number of shares of 3 position(s).

What stocks did Rob Vinall buy in 2024 Q2?

During 2024 Q2 Rob Vinall has purchased 3 securities: (PDD) PDD Holdings Inc (added shares +9.40%), (DE) Deere & Company (new buy) and (CRM) Salesforce.com Inc (new buy).

What did Rob Vinall invest in during 2024 Q2?

Rob Vinall's top 5 holdings (by % of portfolio) were (CVNA) Carvana Co (25.38%), (META) Meta Platforms Inc (22.21%), (CACC) Credit Acceptance Corp (17.05%), (WIX) WIX.COM LTD (15.17%) and (PDD) PDD Holdings Inc (10.16%).
In the 2024 Q2 report(s) the following changes have been made to the top investments: (CVNA) Carvana Co (reduced shares -3.29%), (META) Meta Platforms Inc (reduced shares -7.71%), (WIX) WIX.COM LTD (reduced shares -8.12%) and (PDD) PDD Holdings Inc (added shares +9.40%).
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*
Deere & Company DE
Deere & Company
new
+5,001
5,001
+0.45%
$373.63
+63.13%($609.50)
0.45%
2024 Q2
≈ 0.25 years
Salesforce.com Inc CRM
Salesforce.com Inc
new
+7,000
7,000
+0.43%
$257.10
-26.90%($187.93)
0.43%
2024 Q2
≈ 0.25 years
PDD Holdings Inc PDD
PDD Holdings Inc
+9.40%
+27,289
317,689
+0.87%
$132.95
-32.26%($90.06)
10.16%
2023 Q3
≈ 1.00 year
Carvana Co CVNA
Carvana Co
-3.29%
-27,900
819,631
-0.96%
$128.72
-49.88%($64.52)
25.38%
2021 Q4
≈ 2.75 years
Meta Platforms Inc META
Meta Platforms Inc
-7.71%
-15,300
183,083
-2.06%
$504.22
+17.10%($590.44)
22.21%
2018 Q4
≈ 5.75 years
WIX.COM LTD WIX
WIX.COM LTD
-8.12%
-35,000
396,280
-1.49%
$159.07
-64.10%($57.11)
15.17%
2019 Q4
≈ 4.75 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.