Rob Vinall's Portfolio

RV Capital 13F holdings

What is Rob Vinall's portfolio?

RV Capital has disclosed a total of 6 security holdings in their (2021 Q4) SEC 13F filing(s) with portfolio value of $386,321,000.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 31 Dec 2021, the top 5 holdings are (CACC) CREDIT ACCEPTANCE CORP (34.38%), (CRM) SALESFORCECOM INC (20.98%), (META) META PLATFORMS INC-CLASS A (19.45%), (WIX) WIXCOM LTD (16.80%) and (CVNA) CARVANA CO (7.98%).

To see the historical data of RV Capital's portfolio holdings please click on the "2021 Q4" dropdown menu and select the date.

To see RV Capital's original 13F reports (2021 Q4), please click on the "important" button.

Portfolio value: $386M+
Period: 2021 Q4
Number of stock: 6
Update: 08 Feb 2022
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CVNA
CARVANA CO
7.98%
133,035
$231.79
3.48% $223.73
$30,836,000
buy
+7.98%
CACC
CREDIT ACCEPTANCE CORP
34.38%
193,158
$687.68
31.83% $468.79
$132,831,000
-9.74% (-20,837)
-3.71%
META
META PLATFORMS INC-CLASS A
19.45%
215,581
$336.35
80.69% $607.75
$72,511,065
+4.10% (+8,492)
+0.77%
CRM
SALESFORCECOM INC
20.98%
318,943
$254.13
35.18% $343.54
$81,053,000
+7.28% (+21,635)
+1.42%
TRUP
TRUPANION INC
0.40%
11,700
$132.05
61.38% $51.00
$1,545,000
buy
+0.40%
WIX
WIXCOM LTD
16.80%
390,830
$157.79
43.37% $226.22
$61,669,250
+23.28% (+73,815)
+3.17%
6 of 6

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.