Rob Vinall's Portfolio

RV Capital 13F holdings

What is Rob Vinall's portfolio?

RV Capital has disclosed a total of 12 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $429,532,680.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 31 Dec 2025, the top 5 holdings are (CVNA) CARVANA CO (29.81%), (META) META PLATFORMS INC-CLASS A (20.95%), (CACC) CREDIT ACCEPTANCE CORP (13.47%), (IBKR) INTERACTIVE BROKERS GRO-CL A (11.27%) and (WIX) WIXCOM LTD (7.62%).

To see the historical data of RV Capital's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see RV Capital's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $429M+
Period: 2025 Q4
Number of stock: 12
Update: 30 Jan 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOGL
ALPHABET INC-CL A
2.37%
32,520
$313.00
17.64% $368.20
$10,178,760
CVNA
CARVANA CO
29.81%
303,403
$422.02
84.53% $65.30
$128,042,134
-31.86% (-141,852)
-13.94%
CACC
CREDIT ACCEPTANCE CORP
13.47%
130,431
$443.46
22.40% $542.81
$57,840,931
DE
DEERE & CO
0.54%
5,001
$465.57
28.55% $598.49
$2,328,316
HTHT
H WORLD GROUP LTD-ADR
6.61%
603,416
$47.05
-
$28,390,723
IBKR
INTERACTIVE BROKERS GRO-CL A
11.27%
752,478
$64.31
30.99% $84.24
$48,391,860
-5.85% (-46,789)
-0.70%
META
META PLATFORMS INC-CLASS A
20.95%
136,311
$660.09
3.33% $638.10
$89,977,528
-2.43% (-3,401)
-0.52%
MSFT
MICROSOFT CORP
1.29%
11,500
$483.62
10.88% $431.02
$5,561,630
PAYC
PAYCOM SOFTWARE INC
0.46%
12,395
$159.36
11.39% $141.21
$1,975,267
CRM
SALESFORCECOM INC
0.68%
10,980
$264.91
26.89% $193.67
$2,908,712
WIX
WIXCOM LTD
7.62%
314,996
$103.89
46.25% $55.84
$32,724,934
YUMC
YUM CHINA HOLDINGS INC
4.94%
444,321
$47.74
10.22% $42.86
$21,211,885
12 of 12

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
PDD
PINDUODUO INC-ADR
301,232
-9.27%

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.