Rob Vinall Holdings Activity

RV Capital Portfolio 13F

RV Capital has disclosed a total of 7 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 6 position(s).

What stocks is Rob Vinall buying now?

In the recent quarter Rob Vinall has bought (HTHT) H WORLD GROUP LTD-ADR (added shares +7.03%).

What does Rob Vinall invest in?

Rob Vinall's top 5 holdings (by % of portfolio) are (CVNA) CARVANA CO (25.27%), (META) META PLATFORMS INC-CLASS A (18.19%), (CACC) CREDIT ACCEPTANCE CORP (14.7%), (WIX) WIXCOM LTD (12.19%) and (PDD) PINDUODUO INC-ADR (8.77%).

In the latest report(s) the following changes have been made to the top investments: (META) META PLATFORMS INC-CLASS A (reduced shares -4.41%), (CACC) CREDIT ACCEPTANCE CORP (reduced shares -2.02%), (WIX) WIXCOM LTD (reduced shares -6.05%) and (PDD) PINDUODUO INC-ADR (reduced shares -2.87%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2020 Q2 (2 results)
WIX
WIXCOM LTD
-3.03%
-5,460
-0.91%
$256.22
40.55% $152.32
29.17%
GOOGL
ALPHABET INC-CL A
-100.00%
-228,000
-5.18%
$58.10
198.95% $173.68
0.00%
2019 Q4 (3 results)
CACC
CREDIT ACCEPTANCE CORP
-0.43%
-500
-0.13%
$442.33
14.30% $505.60
30.65%
META
META PLATFORMS INC-CLASS A
-16.27%
-40,100
-4.98%
$205.25
239.93% $697.71
25.64%
GOOGL
ALPHABET INC-CL A
-58.79%
-157,950
-9.48%
$66.97
159.34% $173.68
6.65%
2019 Q1 (2 results)
CACC
CREDIT ACCEPTANCE CORP
-3.64%
-4,000
-1.43%
$451.93
11.87% $505.60
37.87%
SHAK
SHAKE SHACK INC - CLASS A
-100.00%
-165,000
-5.92%
$45.42
184.45% $129.19
0.00%
7 of 56

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.