Rob Vinall – RV Capital Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the RV Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 08, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Alphabet Inc. (GOOGL)
Increases – Interactive Brokers Group, Inc. (IBKR)
Reductions – Carvana Co. (CVNA)
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
RV Capital Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2024Jun 30, 2024 | CVNA Carvana Co. | Sell | -27,900-3.3% |
Q2 2024Jun 30, 2024 | WIX Wix | Sell | -35,000-8.1% |
Q1 2024Mar 31, 2024 | CVNA Carvana Co. | Buy | +132,119+18.5% |
Q1 2024Mar 31, 2024 | PDD PDD Holdings Inc. | Buy | +91,300+45.9% |
Q1 2024Mar 31, 2024 | CACC Credit Acceptance Corporation | Sell | -8,200-5.6% |
Q1 2024Mar 31, 2024 | WIX Wix | Sell | -17,007-3.8% |
Q1 2024Mar 31, 2024 | TRUP Trupanion, Inc. | Sell - Position Exit | -25,000-100.0% |
Q1 2024Mar 31, 2024 | CRM Salesforce, Inc. | Sell - Position Exit | -186,849-100.0% |
Q4 2023Dec 31, 2023 | CVNA Carvana Co. | Buy | +79,277+12.5% |
Q4 2023Dec 31, 2023 | IBKR Interactive Brokers Group, Inc. | Buy | +21,200+7.3% |
Q4 2023Dec 31, 2023 | CACC Credit Acceptance Corporation | Sell | -11,808-7.5% |
Q4 2023Dec 31, 2023 | WIX Wix | Sell | -18,013-3.9% |
Q4 2023Dec 31, 2023 | META Meta Platforms, Inc. | Sell | -70,200-26.1% |
Q4 2023Dec 31, 2023 | CRM Salesforce, Inc. | Sell | -107,994-36.6% |
Q3 2023Sep 30, 2023 | PDD PDD Holdings Inc. | Buy - Position Entry | +199,100 |
Q3 2023Sep 30, 2023 | WIX Wix | Buy | +10,500+2.3% |
Q3 2023Sep 30, 2023 | META Meta Platforms, Inc. | Sell | -517-0.2% |
Q3 2023Sep 30, 2023 | CRM Salesforce, Inc. | Sell | -3,700-1.2% |
Q3 2023Sep 30, 2023 | CACC Credit Acceptance Corporation | Sell | -15,150-8.8% |
Q3 2023Sep 30, 2023 | CVNA Carvana Co. | Sell | -73,700-10.4% |
Q2 2023Jun 30, 2023 | IBKR Interactive Brokers Group, Inc. | Buy | +85,000+41.7% |
Q2 2023Jun 30, 2023 | CACC Credit Acceptance Corporation | Buy | +3,500+2.1% |
Q2 2023Jun 30, 2023 | CRM Salesforce, Inc. | Sell | -4,700-1.5% |
Q2 2023Jun 30, 2023 | META Meta Platforms, Inc. | Sell | -5,000-1.8% |
Q1 2023Mar 31, 2023 | IBKR Interactive Brokers Group, Inc. | Buy - Position Entry | +203,747 |
Q1 2023Mar 31, 2023 | META Meta Platforms, Inc. | Buy | +63,700+30.3% |
Q1 2023Mar 31, 2023 | CACC Credit Acceptance Corporation | Sell | -25,900-13.3% |
Q4 2022Dec 31, 2022 | CRM Salesforce, Inc. | Sell | -1,900-0.6% |
Q3 2022Sep 30, 2022 | CVNA Carvana Co. | Buy | +192,500+37.2% |
Q3 2022Sep 30, 2022 | WIX Wix | Buy | +5,000+1.1% |