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 Q2) SEC 13F filing(s) with portfolio value of $540,207,662.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 30 Jun 2025, the top 5 holdings are (CVNA) CARVANA CO (31.83%), (META) META PLATFORMS INC-CLASS A (19.54%), (CACC) CREDIT ACCEPTANCE CORP (12.16%), (WIX) WIXCOM LTD (9.91%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (8.72%).

To see the historical data of RV Capital's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see RV Capital's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $540M+
Period: 2025 Q2
Number of stock: 12
Update: 08 Jul 2025
GOOGL
1.06%
32,520
$176.23
2.25% $180.19
$5,731,000
buy
+1.06%
CVNA
31.83%
418,488
$336.96
1.99% $343.67
$141,013,932
-6.79% (-30,472)
-2.32%
CACC
12.16%
128,929
$509.43
1.14% $515.24
$65,680,300
DE
0.47%
5,001
$508.49
0.77% $512.41
$2,542,958
HTHT
4.14%
531,019
$33.92
2.27% $33.15
$18,012,193
IBKR
8.72%
849,920
$55.41
5.76% $58.60
$47,094,067
META
19.54%
142,988
$738.09
2.79% $717.51
$105,538,013
MSFT
1.06%
9,085
$497.41
1.19% $503.32
$4,518,969
PAYC
0.53%
12,395
$231.40
4.84% $220.20
$2,868,203
PDD
6.50%
335,569
$104.66
0.24% $104.91
$35,120,652
WIX
9.91%
261,950
$158.46
3.91% $152.27
$41,508,597
YUMC
4.07%
492,265
$44.71
6.46% $47.60
$22,009,168
12 of 12

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.