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 Q3 (5 results)
WORK
SLACK TECHNOLOGIES INC- CL A
buy
+325,845
+5.60%
$26.86
68.28% $45.20
5.60%
META
META PLATFORMS INC-CLASS A
-2.69%
-7,000
-0.69%
$261.90
147.23% $647.49
24.80%
WIX
WIXCOM LTD
-9.35%
-27,200
-2.59%
$254.85
41.55% $148.95
25.17%
TRUP
TRUPANION INC
-9.67%
-76,956
-2.27%
$78.90
40.19% $47.19
21.23%
CVNA
CARVANA CO
-100.00%
-94,642
-4.26%
$120.20
172.18% $327.16
0.00%
2020 Q2 (5 results)
CACC
CREDIT ACCEPTANCE CORP
+43.64%
+34,194
+9.11%
$419.01
13.91% $477.30
30.00%
META
META PLATFORMS INC-CLASS A
+9.24%
+22,000
+1.95%
$227.07
185.15% $647.49
23.09%
TRUP
TRUPANION INC
+3.33%
+25,639
+0.43%
$42.69
10.54% $47.19
13.29%
WIX
WIXCOM LTD
-3.03%
-5,460
-0.91%
$256.22
41.87% $148.95
29.17%
GOOGL
ALPHABET INC-CL A
-100.00%
-228,000
-5.18%
$58.10
195.61% $171.74
0.00%
2020 Q1 (6 results)
CVNA
CARVANA CO
buy
+61,044
+3.70%
$55.09
493.85% $327.16
3.70%
GOOGL
ALPHABET INC-CL A
+39.02%
+64,000
+2.64%
$58.10
195.61% $171.74
0.00%
META
META PLATFORMS INC-CLASS A
+15.31%
+31,600
+3.74%
$166.80
288.19% $647.49
28.15%
CACC
CREDIT ACCEPTANCE CORP
+11.27%
+12,900
+2.34%
$255.69
86.67% $477.30
23.10%
WIX
WIXCOM LTD
+10.53%
+28,600
+2.04%
$100.82
47.74% $148.95
21.45%
TRUP
TRUPANION INC
+3.05%
+14,346
+0.42%
$26.03
81.29% $47.19
14.22%
2019 Q4 (5 results)
WIX
WIXCOM LTD
buy
+271,500
+20.11%
$122.38
21.71% $148.95
20.11%
TRUP
TRUPANION INC
+3.89%
+18,465
+0.63%
$37.46
25.97% $47.19
16.95%
CACC
CREDIT ACCEPTANCE CORP
-0.43%
-500
-0.13%
$442.33
7.91% $477.30
30.65%
META
META PLATFORMS INC-CLASS A
-16.27%
-40,100
-4.98%
$205.25
215.46% $647.49
25.64%
GOOGL
ALPHABET INC-CL A
-58.79%
-157,950
-9.48%
$66.97
156.45% $171.74
6.65%
2019 Q3 (3 results)
TRUP
TRUPANION INC
+18.27%
+111,166
+2.03%
$25.42
85.64% $47.19
13.11%
META
META PLATFORMS INC-CLASS A
+16.55%
+35,000
+4.47%
$178.08
263.59% $647.49
31.46%
CACC
CREDIT ACCEPTANCE CORP
+8.49%
+6,209
+2.98%
$461.31
3.47% $477.30
38.02%
2019 Q1 (4 results)
TRUP
TRUPANION INC
+3.00%
+12,744
+0.46%
$32.74
44.14% $47.19
15.75%
META
META PLATFORMS INC-CLASS A
+2.42%
+5,000
+0.66%
$166.69
288.44% $647.49
27.87%
CACC
CREDIT ACCEPTANCE CORP
-3.64%
-4,000
-1.43%
$451.93
5.61% $477.30
37.87%
SHAK
SHAKE SHACK INC - CLASS A
-100.00%
-165,000
-5.92%
$45.42
185.77% $129.79
0.00%
28 of 121

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.