Rob Vinall's Portfolio

RV Capital 13F holdings

What is Rob Vinall's portfolio?

RV Capital has disclosed a total of 7 security holdings in their (2023 Q1) SEC 13F filing(s) with portfolio value of $262,847,998.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 31 Mar 2023, the top 5 holdings are (CACC) CREDIT ACCEPTANCE CORP (28.09%), (CRM) SALESFORCECOM INC (23.05%), (META) META PLATFORMS INC-CLASS A (22.10%), (WIX) WIXCOM LTD (17.31%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (6.40%).

To see the historical data of RV Capital's portfolio holdings please click on the "2023 Q1" dropdown menu and select the date.

To see RV Capital's original 13F reports (2023 Q1), please click on the "important" button.

Portfolio value: $262M+
Period: 2023 Q1
Number of stock: 7
Update: 14 Apr 2023
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CVNA
CARVANA CO
2.64%
709,835
$9.79
1K+% $116.50
$6,949,285
CACC
CREDIT ACCEPTANCE CORP
28.09%
141,403
$436.04
14.93% $501.16
$61,657,761
-13.27% (-21,626)
-4.30%
IBKR
INTERACTIVE BROKERS GRO-CL A
6.40%
203,747
$82.56
45.11% $119.80
$16,821,352
buy
+6.40%
META
META PLATFORMS INC-CLASS A
22.10%
274,100
$211.94
108.40% $441.68
$58,092,754
+30.28% (+63,700)
+5.14%
CRM
SALESFORCECOM INC
23.05%
248,659
$199.78
36.21% $272.13
$49,677,147
TRUP
TRUPANION INC
0.41%
25,000
$42.89
44.56% $23.78
$1,072,250
WIX
WIXCOM LTD
17.31%
455,800
$99.80
19.77% $119.53
$45,488,840
7 of 7

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.