Rob Vinall's RV Capital Investment Activity in Q3 2026

Rob Vinall, through his investment vehicle RV Capital (RV Capital), has shown active management of his portfolio during the quarter ending June 30, 2026. The data reveals specific changes in holdings across various sectors.

The most significant change observed was a substantial increase in shares held for CARVANA CO (CVNA). This position grew by an impressive 367.35%, representing one of the largest share increases during this period. The total value attributed to CVNA within the portfolio remained its primary allocation at 30.31%, indicating a strong conviction in this holding despite the change from prior periods being calculated based on shares.

Conversely, Vinall reduced his stake in several Financial Services companies during Q3. INTERACTIVE BROKERS GROUP INC (IBKR) experienced a notable decrease of -25.97% in its share count and saw its portfolio allocation drop to 12.75%. Similarly, CREDIT ACCEP CORP MICH (CACC) was reduced by -12.8%, lowering its percentage from the prior period to 18.01%.

In Consumer Cyclical stocks, reductions were also evident in holdings of H WORLD GROUP LTD (HTHT), which decreased by -8.05% percent change and a corresponding share reduction, bringing its allocation down to 5.59%. YUM CHINA HLDGS INC (YUMC) was reduced slightly but still saw a -5.58% change in the prior period context.

The Communication Services sector also showed a decrease with META PLATFORMS INC (META). Vinall sold shares, resulting in a -4.49% percent change from the previous quarter and a slight reduction in its portfolio weight to 20.45%. Technology saw one holding increase slightly: MICROSOFT CORP (MSFT) increased by +31.25% through share growth.

No large sell-offs were disclosed for this investor during Q3, as the 'has_large_sells' indicator was false according to the provided data. The portfolio now includes positions in DEERE & CO (DE), PAYCOM SOFTWARE INC (PAYC), and others that remained unchanged or saw minor fluctuations from prior periods.