Rob Vinall - RV Capital 13F Activity & Position Changes (Q2 2025)
According to the SEC 13F filed on Jul 08, 2025, the RV Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys - Alphabet Inc.
Increases - Interactive Brokers Group, Inc.
Reductions - Carvana Co.
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.