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 AI Generated.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%).