Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
User

Rob Vinall

RV Capital

RV Capital Portfolio 13F

Rob Vinall Holdings Activity

Portfolio value:
$452.99M≈ (-$14M≈)
Previous value:
$466.59M≈
# of changes:
7
New positions:
0
Reported for:
31 Mar 2025 (Q1)
Latest filing date:
14 Apr 2025
RV Capital has disclosed a total of 7 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 6 position(s).

What stocks did Rob Vinall buy in 2025 Q1?

During 2025 Q1 Rob Vinall has bought (HTHT) Huazhu Group Ltd (added shares +7.03%).

What did Rob Vinall invest in during 2025 Q1?

Rob Vinall's top 5 holdings (by % of portfolio) were (CVNA) Carvana Co (25.27%), (META) Meta Platforms Inc (18.19%), (CACC) Credit Acceptance Corp (14.70%), (WIX) WIX.COM LTD (12.19%) and (PDD) PDD Holdings Inc (8.77%).
In the 2025 Q1 report(s) the following changes have been made to the top investments: (META) Meta Platforms Inc (reduced shares -4.41%), (CACC) Credit Acceptance Corp (reduced shares -2.02%), (WIX) WIX.COM LTD (reduced shares -6.05%) and (PDD) PDD Holdings Inc (reduced shares -2.87%).
* 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.