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 (2022 Q2) SEC 13F filing(s) with portfolio value of $221,966,000.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 30 Jun 2022, the top 5 holdings are (CACC) CREDIT ACCEPTANCE CORP (42.32%), (CRM) SALESFORCECOM INC (23.36%), (META) META PLATFORMS INC-CLASS A (15.14%), (WIX) WIXCOM LTD (13.31%) and (CVNA) CARVANA CO (5.26%).

To see the historical data of RV Capital's portfolio holdings please click on the "2022 Q2" dropdown menu and select the date.

To see RV Capital's original 13F reports (2022 Q2), please click on the "important" button.

Portfolio value: $221M+
Period: 2022 Q2
Number of stock: 6
Update: 15 Aug 2022
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CVNA
CARVANA CO
5.26%
468,188
$22.58
884.58% $222.31
$10,571,305
+4.53% (+20,272)
+0.23%
CACC
CREDIT ACCEPTANCE CORP
42.32%
198,446
$473.41
3.02% $459.10
$93,946,000
+1.28% (+2,500)
+0.53%
META
META PLATFORMS INC-CLASS A
15.14%
208,400
$161.25
270.13% $596.84
$33,605,000
+13.94% (+25,500)
+1.85%
CRM
SALESFORCECOM INC
23.36%
279,587
$165.04
107.66% $342.72
$46,142,940
-0.82% (-2,314)
-0.19%
TRUP
TRUPANION INC
0.60%
22,200
$60.27
18.37% $49.20
$1,338,000
+89.74% (+10,500)
+0.29%
WIX
WIXCOM LTD
13.31%
450,800
$65.55
235.97% $220.23
$29,550,000
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.