Rob Vinall's RV Capital holds 1.76M shares of Carvana Co (CVNA) worth about $116.1M as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. The position is 30.31% of the reported portfolio, the largest of 13 stock positions. Rob Vinall added 367% to the share count in 2026 Q2.
What did the 2026 Q2 filing report for CVNA?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 30.31% |
| Shares | 1.76M |
| Reported value | $116.1M |
| Rank in portfolio | 1st of 13 |
| Next largest holding | META at 20.45% |
| Top three holdings | 68.77% of the book |
| Change this quarter | +367% shares |
How concentrated is Rob Vinall in CVNA?
CVNA at 30.31% is 3.9 times the average stock position in the Rob Vinall portfolio, which is 8%. The next largest holding is META at 20.45%. The three largest stocks together are 68.77% of the reported book. A quarter earlier CVNA was 31.05% of the book.
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%. 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. Last quarter the fund added to the position 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. 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
What share of the Rob Vinall portfolio is CVNA?
CVNA is 30.31% of the Rob Vinall portfolio as of 2026 Q2, the largest of 13 stock positions.
What is the CVNA stake of Rob Vinall worth?
Rob Vinall holds 1.76M shares of CVNA, worth about $116.1M at June 30, 2026 prices, 30.31% of the reported portfolio.
What are the largest holdings of Rob Vinall?
The largest stock positions of Rob Vinall as of 2026 Q2 are CVNA (30.31%), META (20.45%) and CACC (18.01%), together 68.77% of the book.
Did Rob Vinall's RV Capital change its CVNA position in 2026 Q2?
Rob Vinall added 367% to the share count in 2026 Q2.