Rob Vinall
RV Capital
RV Capital Portfolio 13F
Rob Vinall Holdings Activity
- Portfolio value:
- $540.21M≈ (+$87M≈)
- Previous value:
- $452.99M≈
- # of changes:
- 2
- New positions:
- 1
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 08 Jul 2025
RV Capital has disclosed a total of 2 changes to the portfolio in the (2025 Q2) SEC report(s): bought 1 totally new and decreased the number of shares of 1 position(s).
What stocks did Rob Vinall buy in 2025 Q2?
During 2025 Q2 Rob Vinall has bought (GOOGL) Alphabet Inc, CL-A (new buy).
In the 2025 Q2 report(s) the following change has been made to the top investments: (CVNA) Carvana Co (reduced shares -6.79%).
2 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Alphabet Inc, CL-A
|
new
|
+32,520
|
32,520
|
+1.06%
|
$176.23
|
+108.87%($368.10)
|
1.06%
|
2025 Q2
|
≈ 0.25 years
|
|
|
|
Carvana Co
|
-6.79%
|
-37,162
|
510,352
|
-2.76%
|
$336.96
|
-81.14%($63.54)
|
31.83%
|
2021 Q4
|
≈ 3.75 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.