- Portfolio
- Activity
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%).
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.