Rob Vinall - RV Capital 13F Activity & Position Changes (Q2 2025)
As of Jun 30, 2025, the RV Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 08, 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.