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 (2024 Q1) SEC 13F filing(s) with portfolio value of $374,454,636.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 31 Mar 2024, the top 5 holdings are (META) META PLATFORMS INC-CLASS A (25.73%), (CACC) CREDIT ACCEPTANCE CORP (20.28%), (CVNA) CARVANA CO (19.90%), (WIX) WIXCOM LTD (15.83%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (9.25%).

To see the historical data of RV Capital's portfolio holdings please click on the "2024 Q1" dropdown menu and select the date.

To see RV Capital's original 13F reports (2024 Q1), please click on the "important" button.

Portfolio value: $374M+
Period: 2024 Q1
Number of stock: 6
Update: 02 May 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CVNA
CARVANA CO
19.90%
847,531
$87.91
155.33% $224.46
$74,506,450
+18.47% (+132,119)
+3.10%
CACC
CREDIT ACCEPTANCE CORP
20.28%
137,688
$551.55
16.38% $461.19
$75,941,816
-5.62% (-8,200)
-1.21%
IBKR
INTERACTIVE BROKERS GRO-CL A
9.25%
309,947
$111.71
57.48% $175.92
$34,624,179
META
META PLATFORMS INC-CLASS A
25.73%
198,383
$485.58
20.53% $585.25
$96,330,817
PDD
PINDUODUO INC-ADR
9.02%
290,400
$116.25
14.40% $99.51
$33,759,000
+45.86% (+91,300)
+2.83%
WIX
WIXCOM LTD
15.83%
431,280
$137.48
61.02% $221.37
$59,292,374
-3.79% (-17,007)
-0.62%
6 of 6

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
TRUP
TRUPANION INC
25,000
-0.20%
CRM
SALESFORCECOM INC
186,849
-13.13%

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.