Rob Vinall's RV Capital holds 139K shares of Meta Platforms Inc (META) worth about $78.3M as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. The position is 20.45% of the reported portfolio, the 2nd largest of 13 stock positions. Rob Vinall trimmed the share count by 4% in 2026 Q2.
What did the 2026 Q2 filing report for META?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 20.45% |
| Shares | 139K |
| Reported value | $78.3M |
| Rank in portfolio | 2nd of 13 |
| Largest holding | CVNA at 30.31% |
| Top three holdings | 68.77% of the book |
| Change this quarter | -4% shares |
How concentrated is Rob Vinall in META?
META at 20.45% is 2.7 times the average stock position in the Rob Vinall portfolio, which is 8%. The largest holding is CVNA at 30.31%. The three largest stocks together are 68.77% of the reported book. A quarter earlier META was 21.77% of the book.
Where does META sit in the Rob Vinall portfolio?
META ranks 2nd of 13 stock positions in the Rob Vinall portfolio at 20.45%, above the fund's average stock position of 8%. The META cut was the 4th 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 META?
Rob Vinall first reported META in the quarter ended December 31, 2018. The weight peaked at 31.46% in 2019 Q3. Last quarter the fund added to the position by 7%. Every reported trade is on the Rob Vinall META trade history page.
Did other funds buy or sell META in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 26 hold META. Of those, 3 opened it this quarter. Another 3 sold out of it. The largest buyers of META this quarter were Lewis Sanders, Dodge & Cox Stock Fund and Bill Ackman. The largest sellers were Chase Coleman III, Terry Smith and Eagle Capital Management. Every tracked holder of META is on the META ownership page.
FAQ
What share of the Rob Vinall portfolio is META?
META is 20.45% of the Rob Vinall portfolio as of 2026 Q2, the 2nd largest of 13 stock positions.
What is the META stake of Rob Vinall worth?
Rob Vinall holds 139K shares of META, worth about $78.3M at June 30, 2026 prices, 20.45% 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 META position in 2026 Q2?
Rob Vinall trimmed the share count by 4% in 2026 Q2.