Rob Vinall Holdings Activity

RV Capital Portfolio 13F

RV Capital has disclosed a total of 12 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 6, bought 2 totally new, decreased the number of shares of 3 and completely sold out 1 position(s).

What stocks is Rob Vinall buying now?

In the recent quarter Rob Vinall has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (CVNA) CARVANA CO (added shares +24.36%), (META) META PLATFORMS INC-CLASS A (added shares +6.77%), (MSFT) MICROSOFT CORP (added shares +119.3%), (PAYC) PAYCOM SOFTWARE INC (added shares +72.61%) and (CRM) SALESFORCECOM INC (added shares +41.27%).

What does Rob Vinall invest in?

Rob Vinall's top 5 holdings (by % of portfolio) are (CVNA) CARVANA CO (31.05%), (META) META PLATFORMS INC-CLASS A (21.77%), (CACC) CREDIT ACCEPTANCE CORP (13.77%), (IBKR) INTERACTIVE BROKERS GRO-CL A (13.36%) and (HTHT) H WORLD GROUP LTD-ADR (7.34%).

In the latest report(s) the following changes have been made to the top investments: (CVNA) CARVANA CO (added shares +24.36%), (META) META PLATFORMS INC-CLASS A (added shares +6.77%), (CACC) CREDIT ACCEPTANCE CORP (reduced shares -4.81%), (IBKR) INTERACTIVE BROKERS GRO-CL A (added shares +0.72%) and (HTHT) H WORLD GROUP LTD-ADR (reduced shares -7.46%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2024 Q2 (6 results)
CRM
SALESFORCECOM INC
buy
+7,000
+0.43%
$257.10
36.00% $164.55
0.43%
DE
DEERE & CO
buy
+5,001
+0.45%
$373.63
54.02% $575.47
0.45%
PDD
PINDUODUO INC-ADR
+9.40%
+27,289
+0.87%
$132.95
-
10.16%
CVNA
CARVANA CO
-3.29%
-27,900
-0.86%
$128.72
46.47% $68.90
25.38%
META
META PLATFORMS INC-CLASS A
-7.71%
-15,300
-1.86%
$504.22
17.70% $593.48
22.21%
WIX
WIXCOM LTD
-8.12%
-35,000
-1.34%
$159.07
71.34% $45.59
15.17%
2024 Q1 (6 results)
PDD
PINDUODUO INC-ADR
+45.86%
+91,300
+2.83%
$116.25
-
9.02%
CVNA
CARVANA CO
+18.47%
+132,119
+3.10%
$87.91
21.62% $68.90
19.90%
WIX
WIXCOM LTD
-3.79%
-17,007
-0.62%
$137.48
66.84% $45.59
15.83%
CACC
CREDIT ACCEPTANCE CORP
-5.62%
-8,200
-1.21%
$551.55
3.85% $572.79
20.28%
CRM
SALESFORCECOM INC
-100.00%
-186,849
-13.13%
$263.14
37.47% $164.55
0.00%
TRUP
TRUPANION INC
-100.00%
-25,000
-0.20%
$30.51
21.67% $23.90
0.00%
2023 Q4 (6 results)
CVNA
CARVANA CO
+12.46%
+79,277
+1.21%
$52.94
30.15% $68.90
10.96%
IBKR
INTERACTIVE BROKERS GRO-CL A
+7.34%
+84,800
+0.51%
$20.73
347.58% $92.76
7.43%
WIX
WIXCOM LTD
-3.86%
-18,013
-0.64%
$123.02
62.94% $45.59
15.95%
CACC
CREDIT ACCEPTANCE CORP
-7.49%
-11,808
-1.82%
$532.73
7.52% $572.79
22.48%
META
META PLATFORMS INC-CLASS A
-26.14%
-70,200
-7.19%
$353.96
67.67% $593.48
20.31%
CRM
SALESFORCECOM INC
-36.63%
-107,994
-8.22%
$263.14
37.47% $164.55
0.00%
2023 Q3 (6 results)
PDD
PINDUODUO INC-ADR
buy
+199,100
+5.96%
$98.07
-
5.96%
WIX
WIXCOM LTD
+2.30%
+10,500
+0.29%
$91.80
50.34% $45.59
13.06%
META
META PLATFORMS INC-CLASS A
-0.19%
-517
-0.05%
$300.21
97.69% $593.48
24.60%
CRM
SALESFORCECOM INC
-1.24%
-3,700
-0.23%
$202.78
18.85% $164.55
18.24%
CACC
CREDIT ACCEPTANCE CORP
-8.77%
-15,150
-2.13%
$460.12
24.49% $572.79
22.14%
CVNA
CARVANA CO
-10.38%
-73,700
-0.94%
$41.98
64.13% $68.90
8.15%
2023 Q2 (4 results)
IBKR
INTERACTIVE BROKERS GRO-CL A
+41.72%
+340,000
+2.30%
$20.77
346.66% $92.76
7.82%
CACC
CREDIT ACCEPTANCE CORP
+2.07%
+3,500
+0.58%
$507.93
12.77% $572.79
28.63%
CRM
SALESFORCECOM INC
-1.55%
-4,700
-0.32%
$211.26
22.11% $164.55
20.57%
META
META PLATFORMS INC-CLASS A
-1.82%
-5,000
-0.47%
$286.98
106.80% $593.48
25.19%
2023 Q1 (3 results)
IBKR
INTERACTIVE BROKERS GRO-CL A
buy
+814,988
+6.40%
$20.64
349.42% $92.76
6.40%
META
META PLATFORMS INC-CLASS A
+30.28%
+63,700
+5.14%
$211.94
180.02% $593.48
22.10%
CACC
CREDIT ACCEPTANCE CORP
-13.27%
-25,900
-4.30%
$436.04
31.36% $572.79
28.09%
2022 Q4 (1 result)
CRM
SALESFORCECOM INC
-0.62%
-1,900
-0.13%
$132.59
24.10% $164.55
20.33%
2022 Q3 (6 results)
CVNA
CARVANA CO
+37.21%
+192,500
+1.87%
$20.30
239.40% $68.90
6.88%
TRUP
TRUPANION INC
+12.61%
+2,800
+0.08%
$59.44
59.79% $23.90
0.71%
WIX
WIXCOM LTD
+1.11%
+5,000
+0.19%
$78.23
41.72% $45.59
17.02%
META
META PLATFORMS INC-CLASS A
+0.96%
+2,000
+0.13%
$135.68
337.41% $593.48
13.63%
CACC
CREDIT ACCEPTANCE CORP
-1.61%
-3,200
-0.67%
$438.00
30.77% $572.79
40.82%
CRM
SALESFORCECOM INC
-2.86%
-9,000
-0.62%
$143.84
14.40% $164.55
20.95%
2022 Q2 (5 results)
TRUP
TRUPANION INC
+89.74%
+10,500
+0.29%
$60.27
60.35% $23.90
0.60%
META
META PLATFORMS INC-CLASS A
+13.94%
+25,500
+1.85%
$161.25
268.04% $593.48
15.14%
CVNA
CARVANA CO
+4.53%
+22,400
+0.23%
$22.58
205.15% $68.90
5.26%
CACC
CREDIT ACCEPTANCE CORP
+1.28%
+2,500
+0.53%
$473.41
20.99% $572.79
42.32%
CRM
SALESFORCECOM INC
-0.82%
-2,600
-0.19%
$165.04
0.30% $164.55
23.36%
2022 Q1 (5 results)
CVNA
CARVANA CO
+272.03%
+361,900
+13.37%
$119.29
42.24% $68.90
18.28%
WIX
WIXCOM LTD
+9.58%
+39,400
+1.27%
$104.46
56.36% $45.59
14.58%
CACC
CREDIT ACCEPTANCE CORP
+1.44%
+2,788
+0.48%
$550.37
4.07% $572.79
33.39%
CRM
SALESFORCECOM INC
-0.69%
-2,200
-0.14%
$212.32
22.50% $164.55
20.82%
META
META PLATFORMS INC-CLASS A
-18.13%
-40,500
-2.79%
$222.36
166.90% $593.48
12.59%
48 of 148

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.