Rob Vinall's Portfolio

RV Capital 13F holdings

What is Rob Vinall's portfolio?

RV Capital has disclosed a total of 8 security holdings in their (2023 Q3) SEC 13F filing(s) with portfolio value of $327,714,614.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 30 Sep 2023, the top 5 holdings are (META) META PLATFORMS INC-CLASS A (24.60%), (CACC) CREDIT ACCEPTANCE CORP (22.14%), (CRM) SALESFORCECOM INC (18.24%), (WIX) WIXCOM LTD (13.06%) and (CVNA) CARVANA CO (8.15%).

To see the historical data of RV Capital's portfolio holdings please click on the "2023 Q3" dropdown menu and select the date.

To see RV Capital's original 13F reports (2023 Q3), please click on the "important" button.

Portfolio value: $327M+
Period: 2023 Q3
Number of stock: 8
Update: 10 Oct 2023
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CVNA
CARVANA CO
8.15%
636,135
$41.98
489.11% $247.31
$26,704,947
-10.38% (-73,700)
-0.94%
CACC
CREDIT ACCEPTANCE CORP
22.14%
157,696
$460.12
7.63% $425.00
$72,559,084
-8.77% (-15,150)
-2.13%
IBKR
INTERACTIVE BROKERS GRO-CL A
7.63%
190,573
$86.56
76.27% $152.58
$16,496,000
META
META PLATFORMS INC-CLASS A
24.60%
268,583
$300.21
89.06% $567.58
$80,631,302
-0.19% (-517)
-0.05%
PDD
PINDUODUO INC-ADR
5.96%
199,100
$98.07
22.96% $120.59
$19,525,737
buy
+5.96%
CRM
SALESFORCECOM INC
18.24%
190,173
$202.78
43.69% $291.37
$38,563,430
-1.24% (-2,386)
-0.23%
TRUP
TRUPANION INC
0.22%
25,000
$28.20
94.26% $54.78
$705,000
WIX
WIXCOM LTD
13.06%
466,300
$91.80
82.05% $167.12
$42,806,340
+2.30% (+10,500)
+0.29%
8 of 8

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.