Rob Vinall Holdings Activity

RV Capital Portfolio 13F

RV Capital has disclosed a total of 2 changes to the portfolio in the latest (2025 Q2) SEC report(s): bought 1 totally new and decreased the number of shares of 1 position(s).

What stocks is Rob Vinall buying now?

In the recent quarter Rob Vinall has bought (GOOGL) ALPHABET INC-CL A (new buy).

What does Rob Vinall invest in?

Rob Vinall's top 5 holdings (by % of portfolio) are (CVNA) CARVANA CO (31.83%), (META) META PLATFORMS INC-CLASS A (19.54%), (CACC) CREDIT ACCEPTANCE CORP (12.16%), (WIX) WIXCOM LTD (9.91%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (8.72%).

In the latest report(s) the following change has been made to the top investments: (CVNA) CARVANA CO (reduced shares -6.79%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q2 (2 results)
CVNA
CARVANA CO
-6.79%
-30,472
-2.32%
$336.96
1.99% $343.67
31.83%
GOOGL
ALPHABET INC-CL A
buy
+32,520
+1.06%
$176.23
2.25% $180.19
1.06%
2025 Q1 (7 results)
META
META PLATFORMS INC-CLASS A
-4.41%
-4,715
-0.84%
$576.36
24.49% $717.51
18.19%
WIX
WIXCOM LTD
-6.05%
-21,780
-0.79%
$163.38
6.80% $152.27
12.19%
IBKR
INTERACTIVE BROKERS GRO-CL A
-5.29%
-47,468
-0.43%
$41.40
41.55% $58.60
7.77%
HTHT
H WORLD GROUP LTD-ADR
+7.03%
+43,315
+0.35%
$37.01
10.43% $33.15
5.39%
YUMC
YUM CHINA HOLDINGS INC
-5.83%
-30,464
-0.35%
$52.06
8.57% $47.60
5.66%
CACC
CREDIT ACCEPTANCE CORP
-2.02%
-2,659
-0.30%
$516.35
0.21% $515.24
14.70%
PDD
PINDUODUO INC-ADR
-2.87%
-6,944
-0.26%
$118.35
11.36% $104.91
8.77%
2024 Q4 (8 results)
CVNA
CARVANA CO
-28.12%
-178,871
-9.34%
$203.36
69.00% $343.67
23.86%
IBKR
INTERACTIVE BROKERS GRO-CL A
-28.90%
-364,800
-3.50%
$44.74
30.99% $58.60
8.60%
WIX
WIXCOM LTD
-9.21%
-28,835
-1.68%
$214.55
29.03% $152.27
16.54%
MSFT
MICROSOFT CORP
buy
+9,257
+1.04%
$421.50
19.41% $503.32
1.04%
PDD
PINDUODUO INC-ADR
+8.17%
+26,100
+0.54%
$96.99
8.17% $104.91
7.18%
CRM
SALESFORCECOM INC
-100.00%
-7,000
-0.41%
$273.71
5.71% $258.07
0.00%
YUMC
YUM CHINA HOLDINGS INC
-5.20%
-28,700
-0.30%
$48.17
1.18% $47.60
5.40%
CACC
CREDIT ACCEPTANCE CORP
-1.94%
-2,600
-0.26%
$469.46
9.75% $515.24
13.24%
2024 Q3 (8 results)
YUMC
YUM CHINA HOLDINGS INC
buy
+551,429
+5.12%
$45.02
5.73% $47.60
5.12%
HTHT
H WORLD GROUP LTD-ADR
buy
+483,824
+4.73%
$37.20
10.89% $33.15
4.73%
META
META PLATFORMS INC-CLASS A
-18.30%
-33,500
-3.96%
$572.44
25.34% $717.51
17.66%
CVNA
CARVANA CO
-7.06%
-46,320
-2.08%
$174.11
97.39% $343.67
27.35%
PAYC
PAYCOM SOFTWARE INC
buy
+9,544
+0.43%
$166.57
32.20% $220.20
0.43%
CACC
CREDIT ACCEPTANCE CORP
-2.54%
-3,500
-0.32%
$443.42
16.20% $515.24
12.27%
IBKR
INTERACTIVE BROKERS GRO-CL A
+1.81%
+22,400
+0.16%
$34.84
68.20% $58.60
9.07%
PDD
PINDUODUO INC-ADR
+0.54%
+1,700
+0.05%
$134.81
22.18% $104.91
8.88%
2024 Q2 (6 results)
META
META PLATFORMS INC-CLASS A
-7.71%
-15,300
-1.86%
$504.22
42.30% $717.51
22.21%
WIX
WIXCOM LTD
-8.12%
-35,000
-1.34%
$159.07
4.27% $152.27
15.17%
PDD
PINDUODUO INC-ADR
+9.40%
+27,289
+0.87%
$132.95
21.09% $104.91
10.16%
CVNA
CARVANA CO
-3.29%
-16,600
-0.86%
$128.72
166.99% $343.67
25.38%
DE
DEERE & CO
buy
+5,001
+0.45%
$373.63
37.14% $512.41
0.45%
CRM
SALESFORCECOM INC
buy
+3,954
+0.43%
$257.10
0.38% $258.07
0.43%
2024 Q1 (6 results)
CRM
SALESFORCECOM INC
-100.00%
-186,849
-13.13%
$263.14
1.93% $258.07
0.00%
CVNA
CARVANA CO
+18.47%
+132,119
+3.10%
$87.91
290.93% $343.67
19.90%
PDD
PINDUODUO INC-ADR
+45.86%
+91,300
+2.83%
$116.25
9.75% $104.91
9.02%
CACC
CREDIT ACCEPTANCE CORP
-5.62%
-8,200
-1.21%
$551.55
6.58% $515.24
20.28%
WIX
WIXCOM LTD
-3.79%
-9,949
-0.62%
$137.48
10.76% $152.27
15.83%
TRUP
TRUPANION INC
-100.00%
-16,499
-0.20%
$30.51
63.09% $49.76
0.00%
2023 Q4 (6 results)
CRM
SALESFORCECOM INC
-36.63%
-107,994
-8.22%
$263.14
1.93% $258.07
0.00%
META
META PLATFORMS INC-CLASS A
-26.14%
-47,385
-7.19%
$353.96
102.71% $717.51
20.31%
CACC
CREDIT ACCEPTANCE CORP
-7.49%
-11,808
-1.82%
$532.73
3.28% $515.24
22.48%
CVNA
CARVANA CO
+12.46%
+54,701
+1.21%
$52.94
549.17% $343.67
10.96%
WIX
WIXCOM LTD
-3.86%
-18,013
-0.64%
$123.02
23.78% $152.27
15.95%
IBKR
INTERACTIVE BROKERS GRO-CL A
+7.34%
+84,800
+0.51%
$20.73
182.75% $58.60
7.43%
2023 Q3 (6 results)
PDD
PINDUODUO INC-ADR
buy
+199,100
+5.96%
$98.07
6.97% $104.91
5.96%
CACC
CREDIT ACCEPTANCE CORP
-8.77%
-15,150
-2.13%
$460.12
11.98% $515.24
22.14%
CVNA
CARVANA CO
-10.38%
-73,700
-0.94%
$41.98
718.65% $343.67
8.15%
WIX
WIXCOM LTD
+2.30%
+10,500
+0.29%
$91.80
65.87% $152.27
13.06%
CRM
SALESFORCECOM INC
-1.24%
-2,386
-0.23%
$202.78
27.27% $258.07
18.24%
META
META PLATFORMS INC-CLASS A
-0.19%
-517
-0.05%
$300.21
139.00% $717.51
24.60%
49 of 123

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.