Rob Vinall of RV Capital: Portfolio Shifts in Q1 2026
Rob Vinall's RV Capital portfolio saw significant changes in Q1 2026, with notable increases in Microsoft and Salesforce, while positions in Carvana and Interactive Brokers were reduced.
As of March 31, 2026, Rob Vinall's portfolio at RV Capital showed active management, with adjustments across various sectors. The total portfolio value stood at approximately $382.6 million.
Among the most significant changes, Vinall increased his stake in Microsoft (MSFT) by 119.3%, adding 13,720 shares. Similarly, Salesforce (CRM) saw a substantial increase of 41.27%, with 4,531 additional shares purchased. These moves highlight a continued interest in the Technology sector.
In contrast, Vinall reduced his position in Carvana (CVNA) by 15.26%, selling 67,957 shares. The investor also decreased holdings in Interactive Brokers (IBKR) by 5.17% and Credit Acceptance Corp (CACC) by 4.81%. On the Consumer Cyclical front, holdings in Hainan World (HTHT) and Yum China (YUMC) were also reduced, by 7.46% and 5.13% respectively.
No new positions were disclosed in this filing. Vinall's portfolio continues to be weighted towards Financial Services and Consumer Cyclical stocks, with Interactive Brokers and Carvana remaining top holdings despite recent sales.
For a detailed view of Rob Vinall's investment profile, visit RV Capital's profile. You can explore the specific stocks held, including Microsoft (MSFT), Salesforce (CRM), Carvana (CVNA), and Interactive Brokers (IBKR), on our platform.