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 (2024 Q2) SEC 13F filing(s) with portfolio value of $415,623,011.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 30 Jun 2024, the top 5 holdings are (CVNA) CARVANA CO (25.38%), (META) META PLATFORMS INC-CLASS A (22.21%), (CACC) CREDIT ACCEPTANCE CORP (17.05%), (WIX) WIXCOM LTD (15.17%) and (PDD) PINDUODUO INC-ADR (10.16%).

To see the historical data of RV Capital's portfolio holdings please click on the "2024 Q2" dropdown menu and select the date.

To see RV Capital's original 13F reports (2024 Q2), please click on the "important" button.

Portfolio value: $415M+
Period: 2024 Q2
Number of stock: 8
Update: 07 Aug 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CVNA
CARVANA CO
25.38%
487,680
$128.72
3.64% $133.41
$62,774,226
-3.29% (-16,600)
-0.86%
CACC
CREDIT ACCEPTANCE CORP
17.05%
137,688
$514.68
14.09% $442.17
$70,865,260
DE
DEERE & CO
0.45%
5,001
$373.63
2.12% $381.56
$1,868,524
buy
+0.45%
IBKR
INTERACTIVE BROKERS GRO-CL A
9.14%
179,769
$122.60
0.05% $122.54
$22,039,711
META
META PLATFORMS INC-CLASS A
22.21%
183,083
$504.22
0.78% $500.27
$92,314,110
-7.71% (-15,300)
-1.86%
PDD
PINDUODUO INC-ADR
10.16%
317,689
$132.95
29.82% $93.30
$42,236,753
+9.40% (+27,289)
+0.87%
CRM
SALESFORCECOM INC
0.43%
3,954
$257.10
5.11% $243.97
$1,016,830
buy
+0.43%
WIX
WIXCOM LTD
15.17%
396,280
$159.07
1.88% $156.08
$63,036,260
-8.12% (-35,000)
-1.34%
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.