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 (2023 Q4) SEC 13F filing(s) with portfolio value of $345,715,862.

What stocks does Rob Vinall own?

In Rob Vinall's portfolio as of 31 Dec 2023, the top 5 holdings are (CACC) CREDIT ACCEPTANCE CORP (22.48%), (META) META PLATFORMS INC-CLASS A (20.31%), (WIX) WIXCOM LTD (15.95%), (CRM) SALESFORCECOM INC (14.22%) and (CVNA) CARVANA CO (10.96%).

To see the historical data of RV Capital's portfolio holdings please click on the "2023 Q4" dropdown menu and select the date.

To see RV Capital's original 13F reports (2023 Q4), please click on the "important" button.

Portfolio value: $345M+
Period: 2023 Q4
Number of stock: 8
Update: 13 Feb 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
WIX
WIXCOM LTD
15.95%
448,287
$123.02
0.76% $123.96
$55,148,267
-3.86% (-18,013)
-0.64%
TRUP
TRUPANION INC
0.22%
25,000
$30.51
27.37% $22.16
$762,750
CRM
SALESFORCECOM INC
14.22%
186,849
$263.14
3.71% $272.90
$49,167,446
-36.63% (-107,994)
-8.22%
PDD
PINDUODUO INC-ADR
8.43%
199,100
$146.31
21.89% $114.29
$29,130,321
META
META PLATFORMS INC-CLASS A
20.31%
198,383
$353.96
41.32% $500.23
$70,219,647
-26.14% (-70,200)
-7.19%
IBKR
INTERACTIVE BROKERS GRO-CL A
7.43%
309,947
$82.90
31.68% $109.16
$25,694,606
+7.34% (+21,200)
+0.51%
CACC
CREDIT ACCEPTANCE CORP
22.48%
145,888
$532.73
2.75% $547.40
$77,718,914
-7.49% (-11,808)
-1.82%
CVNA
CARVANA CO
10.96%
715,412
$52.94
31.90% $69.83
$37,873,911
+12.46% (+79,277)
+1.21%
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.