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 Q4) SEC 13F filing(s) with portfolio value of $197,723,209.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 31 Dec 2022, the top 5 holdings are (CACC) CREDIT ACCEPTANCE CORP (46.85%), (CRM) SALESFORCECOM INC (20.33%), (WIX) WIXCOM LTD (17.71%), (META) META PLATFORMS INC-CLASS A (12.81%) and (CVNA) CARVANA CO (1.70%).

To see the historical data of RV Capital's portfolio holdings please click on the "2022 Q4" dropdown menu and select the date.

To see RV Capital's original 13F reports (2022 Q4), please click on the "important" button.

Portfolio value: $197M+
Period: 2022 Q4
Number of stock: 6
Update: 03 Feb 2023
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CVNA
CARVANA CO
1.70%
709,835
$4.74
4K+% $224.46
$3,364,618
CACC
CREDIT ACCEPTANCE CORP
46.85%
195,246
$474.40
2.78% $461.19
$92,624,702
META
META PLATFORMS INC-CLASS A
12.81%
116,771
$120.34
386.33% $585.25
$14,052,342
CRM
SALESFORCECOM INC
20.34%
303,243
$132.59
159.18% $343.65
$40,206,989
-0.62% (-1,900)
-0.13%
TRUP
TRUPANION INC
0.60%
25,000
$47.53
6.73% $50.73
$1,188,250
WIX
WIXCOM LTD
17.71%
246,132
$76.83
188.13% $221.37
$18,910,321
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.