Rob Vinall's RV Capital increased its Carvana Co (CVNA) position by 367% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 377K to 1.76M shares, worth about $116.1M, and from 31.05% to 30.31% of the reported portfolio.
What did the 2026 Q2 filing report for CVNA?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 377K | 1.76M |
| Shares added | +1.39M (367%) | |
| Reported value | $118.8M | $116.1M |
| Portfolio weight | 31.05% | 30.31% |
| Rank in portfolio | 1st of 13 |
How much did Rob Vinall add to CVNA?
Rob Vinall added 1.39M shares of CVNA during 2026 Q2, taking the stake from 377K to 1.76M.
Where does CVNA sit in the Rob Vinall portfolio?
CVNA is the largest of 13 stock positions in the Rob Vinall portfolio at 30.31%, above the fund's average stock position of 8%. Next come META at 20.45% and CACC at 18.01%. The three largest stocks together are 68.77% of the book. The CVNA addition was the largest of the quarter's 7 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Rob Vinall reported 13 stock positions, with no position opened or closed. The total portfolio value is about $382.9M, little changed from the prior quarter.
How long has Rob Vinall held CVNA?
Rob Vinall first reported CVNA in the quarter ended March 31, 2020. The fund sold out of the name in 2020 Q3 and came back in 2021 Q4. The weight peaked at 31.83% in 2025 Q2. The fund added to it last quarter as well, by 24%. Every reported trade is on the Rob Vinall CVNA trade history page.
Did other funds buy or sell CVNA in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 5 hold CVNA. Of those, 5 added to the position this quarter and none trimmed it. The largest buyers of CVNA this quarter were Clifford Sosin, Ole Andreas Halvorsen and Stephen Mandel. Every tracked holder of CVNA is on the CVNA ownership page.
FAQ
How many CVNA shares did Rob Vinall buy in 2026 Q2?
Rob Vinall added 1.39M shares of CVNA, a 367% increase, to 1.76M shares.
What is the CVNA position of Rob Vinall worth now?
The CVNA position of Rob Vinall is worth about $116.1M at June 30, 2026 prices, 30.31% of the portfolio.
Is CVNA a top holding of Rob Vinall?
Yes. CVNA is the largest stock position in the Rob Vinall portfolio, at 30.31%.
Did other funds add to CVNA in 2026 Q2?
Among the 5 other tracked funds that hold CVNA, 5 added to it in 2026 Q2 and none trimmed it.