Rob Vinall's Portfolio

RV Capital 13F holdings

What is Rob Vinall's portfolio?

RV Capital has disclosed a total of 5 security holdings in their (2019 Q4) SEC 13F filing(s) with portfolio value of $165,223,000.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 31 Dec 2019, the 5 holdings are (CACC) CREDIT ACCEPTANCE CORP (30.65%), (META) META PLATFORMS INC-CLASS A (25.64%), (WIX) WIXCOM LTD (20.11%), (TRUP) TRUPANION INC (16.95%) and (GOOGL) ALPHABET INC-CL A (6.65%).

To see the historical data of RV Capital's portfolio holdings please click on the "2019 Q4" dropdown menu and select the date.

To see RV Capital's original 13F reports (2019 Q4), please click on the "important" button.

Portfolio value: $165M+
Period: 2019 Q4
Number of stock: 5
Update: 05 Feb 2020
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOGL
ALPHABET INC-CL A
6.65%
164,000
$66.97
137.84% $159.28
$10,983,000
-58.79% (-234,000)
-9.48%
CACC
CREDIT ACCEPTANCE CORP
30.65%
114,500
$442.33
10.04% $486.75
$50,647,000
-0.43% (-500)
-0.13%
META
META PLATFORMS INC-CLASS A
25.64%
206,400
$205.25
159.75% $533.15
$42,364,000
-16.27% (-40,100)
-4.98%
TRUP
TRUPANION INC
16.95%
747,544
$37.46
1.92% $36.74
$28,003,000
+3.89% (+27,978)
+0.63%
WIX
WIXCOM LTD
20.11%
271,500
$122.38
35.01% $165.23
$33,226,000
buy
+20.11%
5 of 5

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.