Rob Vinall's Portfolio

RV Capital 13F holdings

What is Rob Vinall's portfolio?

RV Capital has disclosed a total of 13 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $546,236,782.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 30 Sep 2025, the top 5 holdings are (CVNA) CARVANA CO (30.75%), (META) META PLATFORMS INC-CLASS A (18.78%), (CACC) CREDIT ACCEPTANCE CORP (11.15%), (WIX) WIXCOM LTD (10.24%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (10.07%).

To see the historical data of RV Capital's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see RV Capital's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $546M+
Period: 2025 Q3
Number of stock: 13
Update: 22 Oct 2025
GOOGL
1.45%
32,520
$243.10
47.67% $358.99
$7,905,612
CVNA
30.75%
445,255
$377.24
83.13% $63.65
$167,967,996
-12.76% (-65,097)
-4.50%
CACC
11.15%
130,431
$466.93
15.99% $541.58
$60,902,147
+1.16% (+1,502)
+0.13%
DE
0.42%
5,001
$457.26
28.66% $588.29
$2,286,757
HTHT
4.32%
603,416
$39.11
-
$23,599,600
-8.53% (-56,236)
-0.40%
IBKR
10.07%
799,267
$68.81
26.65% $87.15
$54,997,562
-5.96% (-50,653)
-0.64%
META
18.78%
139,712
$734.38
15.17% $622.98
$102,601,699
-2.29% (-3,276)
-0.44%
MSFT
1.09%
11,500
$517.95
17.49% $427.34
$5,956,425
PAYC
0.47%
12,395
$208.14
33.80% $137.79
$2,579,895
PDD
7.29%
301,232
$132.17
-
$39,813,833
-10.23% (-34,337)
-0.83%
CRM
0.48%
10,980
$237.00
19.57% $190.61
$2,602,260
buy
+0.48%
WIX
10.24%
314,996
$177.63
68.99% $55.08
$55,952,739
-6.81% (-23,004)
-0.75%
YUMC
3.49%
444,321
$42.92
0.05% $42.94
$19,070,257
-9.74% (-47,944)
-0.38%
13 of 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.