Rob Vinall's Top Holdings in RV Capital Portfolio as of March 2026
A snapshot of Rob Vinall's top holdings in his RV Capital portfolio as of March 31, 2026, highlighting significant changes in shares and allocations.
As of March 31, 2026, Rob Vinall's portfolio at RV Capital is valued at approximately $382.6 million. His top holdings include positions in CARVANA CO (CVNA), META PLATFORMS INC (META), CREDIT ACCEP CORP MICH (CACC), INTERACTIVE BROKERS GROUP IN (IBKR), and H WORLD GROUP LTD (HTHT), among others.
CVNA, representing 31.05% of the portfolio, saw a decrease in shares by 15.26% compared to the prior period. META, at 21.77% allocation, increased its share count by 4.17%. CACC and IBKR, both in the Financial Services sector, experienced decreases of 4.81% and 5.17% in their respective share counts.
Technology stocks like MSFT and CRM showed significant growth, with MSFT increasing its share count by 119.3% and CRM by 41.27%. YUMC, HTHT, and PAYC also saw notable increases in their allocations.
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