- Portfolio
- Activity
Rob Vinall Holdings Activity
RV Capital Portfolio 13F
RV Capital has disclosed a total of 8 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 2, bought 3 totally new and decreased the number of shares of 3 position(s).
What stocks is Rob Vinall buying now?
In the recent quarter Rob Vinall has purchased 5 securities: (YUMC) YUM CHINA HOLDINGS INC (new buy), (HTHT) H WORLD GROUP LTD-ADR (new buy), (PAYC) PAYCOM SOFTWARE INC (new buy), (IBKR) INTERACTIVE BROKERS GRO-CL A (added shares +1.81%) and (PDD) PINDUODUO INC-ADR (added shares +0.54%).
What does Rob Vinall invest in?
Rob Vinall's top 5 holdings (by % of portfolio) are (CVNA) CARVANA CO (27.35%), (META) META PLATFORMS INC-CLASS A (17.66%), (WIX) WIXCOM LTD (13.66%), (CACC) CREDIT ACCEPTANCE CORP (12.27%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (9.07%).
In the latest report(s) the following changes have been made to the top investments: (CVNA) CARVANA CO (reduced shares -7.06%), (META) META PLATFORMS INC-CLASS A (reduced shares -18.3%), (CACC) CREDIT ACCEPTANCE CORP (reduced shares -2.54%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (added shares +1.81%).
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.