Rob Vinall RV Capital Portfolio Update: March 2026

Rob Vinall's RV Capital portfolio held a total value of $382.6 million as of March 31, 2026. Significant changes were observed in positions like Microsoft and Carvana, while others like Interactive Brokers and Salesforce saw notable increases.

By Insiderset.May 12, 2026, 2:06 PM

META

Rob Vinall, managing RV Capital, held a portfolio valued at $382.6 million as of March 31, 2026.

Among the top holdings, Microsoft (MSFT) saw a substantial increase in its percentage allocation, rising by 119.3% in shares, boosting its portfolio weight to 2.46%. Salesforce (CRM) also increased its allocation by 41.27% in shares, adding to its 0.76% position. Interactive Brokers (IBKR) experienced a decrease in its portfolio allocation from 13.36% to 13.36% (unchanged allocation percentage, but shares decreased by 5.17%).

Conversely, Carvana (CVNA) saw its portfolio allocation drop from 31.05% to 31.05% (unchanged allocation percentage, but shares decreased by 15.26%). Credit Acceptance Corp (CACC) also decreased its allocation from 13.77% to 13.77% (shares decreased by 4.81%).

Holdings like Hainan World (HTHT) and Yum China (YUMC) saw decreases in their portfolio percentages from 7.34% to 7.34% (shares decreased by 7.46%) and from 5.37% to 5.37% (shares decreased by 5.13%), respectively. Morningstar (MORN) increased its allocation from 0.17% to 0.17% (shares increased by 100%).