Rob Vinall's Portfolio

RV Capital 13F holdings

What is Rob Vinall's portfolio?

RV Capital has disclosed a total of 11 security holdings in their (2024 Q4) SEC 13F filing(s) with portfolio value of $466,591,008.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 31 Dec 2024, the top 5 holdings are (CVNA) CARVANA CO (23.86%), (META) META PLATFORMS INC-CLASS A (18.77%), (WIX) WIXCOM LTD (16.54%), (CACC) CREDIT ACCEPTANCE CORP (13.24%) and (IBKR) INTERACTIVE BROKERS GRO-CL A (8.60%).

To see the historical data of RV Capital's portfolio holdings please click on the "2024 Q4" dropdown menu and select the date.

To see RV Capital's original 13F reports (2024 Q4), please click on the "important" button.

Portfolio value: $466M+
Period: 2024 Q4
Number of stock: 11
Update: 22 Jan 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
CVNA
CARVANA CO
23.86%
457,174
$203.36
9.81% $223.30
$92,970,943
-28.12% (-178,871)
-9.34%
CACC
CREDIT ACCEPTANCE CORP
13.24%
131,588
$469.46
5.56% $495.56
$61,775,302
-1.94% (-2,600)
-0.26%
DE
DEERE & CO
0.45%
5,001
$423.70
15.64% $489.98
$2,118,924
HTHT
H WORLD GROUP LTD-ADR
4.36%
505,396
$33.03
9.96% $36.32
$16,693,241
IBKR
INTERACTIVE BROKERS GRO-CL A
8.60%
224,347
$178.95
22.23% $218.73
$40,146,896
-28.90% (-91,200)
-3.50%
META
META PLATFORMS INC-CLASS A
18.77%
149,583
$585.51
16.74% $683.55
$87,582,342
MSFT
MICROSOFT CORP
1.04%
9,257
$421.50
3.15% $408.21
$3,902,036
buy
+1.04%
PAYC
PAYCOM SOFTWARE INC
0.54%
12,395
$204.97
3.95% $213.06
$2,540,603
PDD
PINDUODUO INC-ADR
7.18%
345,489
$96.99
35.42% $131.34
$33,508,978
+8.17% (+26,100)
+0.54%
WIX
WIXCOM LTD
16.54%
284,226
$214.55
7.66% $198.11
$60,980,731
-9.21% (-28,835)
-1.68%
YUMC
YUM CHINA HOLDINGS INC
5.40%
522,729
$48.17
3.07% $46.69
$25,179,856
-5.20% (-28,700)
-0.30%
11 of 11

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
CRM
SALESFORCECOM INC
7,000
-0.41%

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.