Rob Vinall Holdings Activity

RV Capital Portfolio 13F

RV Capital has disclosed a total of 6 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 4 position(s).

What stocks is Rob Vinall buying now?

In the recent quarter Rob Vinall has purchased 2 securities: (CVNA) CARVANA CO (added shares +12.46%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (added shares +7.34%).

What does Rob Vinall invest in?

Rob Vinall's top 5 holdings (by % of portfolio) are (CACC) CREDIT ACCEPTANCE CORP (22.48%), (META) META PLATFORMS INC-CLASS A (20.31%), (WIX) WIXCOM LTD (15.95%), (CRM) SALESFORCECOM INC (14.22%) and (CVNA) CARVANA CO (10.96%).

In the latest report(s) the following changes have been made to the top investments: (CACC) CREDIT ACCEPTANCE CORP (reduced shares -7.49%), (META) META PLATFORMS INC-CLASS A (reduced shares -26.14%), (WIX) WIXCOM LTD (reduced shares -3.86%), (CRM) SALESFORCECOM INC (reduced shares -36.63%) and (CVNA) CARVANA CO (added shares +12.46%).

2021 Q1 (6 results)
CRM
buy
+219,513
+14.89%
$211.87
26.82% $268.69
14.89%
TRUP
-100.00%
-316,298
-12.12%
$119.71
80.52% $23.32
0.00%
META
-16.96%
-42,900
-4.05%
$294.53
49.11% $439.19
19.81%
WIX
+14.40%
+38,000
+3.40%
$279.22
57.39% $118.99
26.98%
CACC
+8.31%
+16,395
+1.89%
$360.23
36.74% $492.58
24.65%
WORK
+3.32%
+33,758
+0.44%
$40.63
11.25% $45.20
13.67%
2020 Q4 (3 results)
TRUP
-56.01%
-402,702
-16.97%
$119.71
80.52% $23.32
0.00%
WORK
+82.55%
+459,800
+6.84%
$42.24
7.01% $45.20
15.11%
CACC
+7.81%
+14,300
+1.74%
$346.14
42.31% $492.58
24.03%
2020 Q3 (5 results)
WORK
buy
+557,000
+5.60%
$26.86
68.28% $45.20
5.60%
CVNA
-100.00%
-94,642
-4.26%
$120.20
27.55% $87.09
0.00%
WIX
-9.35%
-27,200
-2.59%
$254.85
53.31% $118.99
25.17%
TRUP
-9.67%
-76,956
-2.27%
$78.90
70.44% $23.32
21.23%
META
-2.69%
-7,000
-0.69%
$261.90
67.69% $439.19
24.80%
2020 Q2 (5 results)
CACC
+43.64%
+55,600
+9.11%
$419.01
17.56% $492.58
30.00%
GOOGL
-100.00%
-228,000
-5.18%
$58.10
182.05% $163.86
0.00%
META
+9.24%
+22,000
+1.95%
$227.07
93.42% $439.19
23.09%
WIX
-3.03%
-9,100
-0.91%
$256.22
53.56% $118.99
29.17%
TRUP
+3.33%
+25,639
+0.43%
$42.69
45.37% $23.32
13.29%
2020 Q1 (6 results)
META
+15.31%
+31,600
+3.74%
$166.80
163.31% $439.19
28.15%
CVNA
buy
+94,642
+3.70%
$55.09
58.08% $87.09
3.70%
GOOGL
+39.02%
+64,000
+2.64%
$58.10
182.05% $163.86
0.00%
CACC
+11.27%
+12,900
+2.34%
$255.69
92.65% $492.58
23.10%
WIX
+10.53%
+28,600
+2.04%
$100.82
18.02% $118.99
21.45%
TRUP
+3.05%
+22,773
+0.42%
$26.03
10.41% $23.32
14.22%
2019 Q4 (5 results)
WIX
buy
+271,500
+20.11%
$122.38
2.77% $118.99
20.11%
GOOGL
-58.79%
-234,000
-9.48%
$66.97
144.68% $163.86
6.65%
META
-16.27%
-40,100
-4.98%
$205.25
113.98% $439.19
25.64%
TRUP
+3.89%
+27,978
+0.63%
$37.46
37.75% $23.32
16.95%
CACC
-0.43%
-500
-0.13%
$442.33
11.36% $492.58
30.65%
2019 Q3 (3 results)
META
+16.55%
+35,000
+4.47%
$178.08
146.62% $439.19
31.46%
CACC
+8.49%
+9,000
+2.98%
$461.31
6.78% $492.58
38.02%
TRUP
+18.27%
+111,166
+2.03%
$25.42
8.26% $23.32
13.11%
2019 Q1 (4 results)
SHAK
-100.00%
-165,000
-5.92%
$45.42
127.51% $103.33
0.00%
CACC
-3.64%
-4,000
-1.43%
$451.93
8.99% $492.58
37.87%
META
+2.42%
+5,000
+0.66%
$166.69
163.48% $439.19
27.87%
TRUP
+3.00%
+17,700
+0.46%
$32.74
28.77% $23.32
15.75%
37 of 86

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.