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
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
YUMC
YUM CHINA HOLDINGS INC
4.07%
492,265
$44.71
6.46% $47.60
$22,009,168
WIX
WIXCOM LTD
9.91%
261,950
$158.46
3.91% $152.27
$41,508,597
PDD
PINDUODUO INC-ADR
6.50%
335,569
$104.66
0.24% $104.91
$35,120,652
PAYC
PAYCOM SOFTWARE INC
0.53%
12,395
$231.40
4.84% $220.20
$2,868,203
MSFT
MICROSOFT CORP
1.06%
9,085
$497.41
1.19% $503.32
$4,518,969
META
META PLATFORMS INC-CLASS A
19.54%
142,988
$738.09
2.79% $717.51
$105,538,013
IBKR
INTERACTIVE BROKERS GRO-CL A
8.72%
849,920
$55.41
5.76% $58.60
$47,094,067
HTHT
H WORLD GROUP LTD-ADR
4.14%
531,019
$33.92
2.27% $33.15
$18,012,193
DE
DEERE & CO
0.47%
5,001
$508.49
0.77% $512.41
$2,542,958
CACC
CREDIT ACCEPTANCE CORP
12.16%
128,929
$509.43
1.14% $515.24
$65,680,300
CVNA
CARVANA CO
31.83%
418,488
$336.96
1.99% $343.67
$141,013,932
-6.79% (-30,472)
-2.32%
GOOGL
ALPHABET INC-CL A
1.06%
32,520
$176.23
2.25% $180.19
$5,731,000
buy
+1.06%
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.