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 |
|---|---|---|---|
Q4 2020Dec 31, 2020 | CACC Credit Acceptance Corporation | Buy | +14,300+7.8% |
Q4 2020Dec 31, 2020 | TRUP Trupanion, Inc. | Sell | -402,702-56.0% |
Q3 2020Sep 30, 2020 | META Meta Platforms, Inc. | Sell | -7,000-2.7% |
Q3 2020Sep 30, 2020 | WIX Wix | Sell | -27,200-9.3% |
Q3 2020Sep 30, 2020 | TRUP Trupanion, Inc. | Sell | -76,956-9.7% |
Q3 2020Sep 30, 2020 | CVNA Carvana Co. | Sell - Position Exit | -94,642-100.0% |
Q2 2020Jun 30, 2020 | CACC Credit Acceptance Corporation | Buy | +55,600+43.6% |
Q2 2020Jun 30, 2020 | TRUP Trupanion, Inc. | Buy | +25,639+3.3% |
Q2 2020Jun 30, 2020 | META Meta Platforms, Inc. | Buy | +22,000+9.2% |
Q2 2020Jun 30, 2020 | WIX Wix | Sell | -9,100-3.0% |
Q2 2020Jun 30, 2020 | GOOGL Alphabet Inc. | Sell - Position Exit | -11,400-100.0% |
Q1 2020Mar 31, 2020 | CVNA Carvana Co. | Buy - Position Entry | +94,642 |
Q1 2020Mar 31, 2020 | META Meta Platforms, Inc. | Buy | +31,600+15.3% |
Q1 2020Mar 31, 2020 | WIX Wix | Buy | +28,600+10.5% |
Q1 2020Mar 31, 2020 | TRUP Trupanion, Inc. | Buy | +22,773+3.0% |
Q1 2020Mar 31, 2020 | CACC Credit Acceptance Corporation | Buy | +12,900+11.3% |
Q1 2020Mar 31, 2020 | GOOGL Alphabet Inc. | Buy | +3,200+39.0% |
Q4 2019Dec 31, 2019 | WIX Wix | Buy - Position Entry | +271,500 |
Q4 2019Dec 31, 2019 | TRUP Trupanion, Inc. | Buy | +27,978+3.9% |
Q4 2019Dec 31, 2019 | CACC Credit Acceptance Corporation | Sell | -500-0.4% |
Q4 2019Dec 31, 2019 | GOOGL Alphabet Inc. | Sell | -11,700-58.8% |
Q4 2019Dec 31, 2019 | META Meta Platforms, Inc. | Sell | -40,100-16.3% |
Q3 2019Sep 30, 2019 | TRUP Trupanion, Inc. | Buy | +111,166+18.3% |
Q3 2019Sep 30, 2019 | META Meta Platforms, Inc. | Buy | +35,000+16.5% |
Q3 2019Sep 30, 2019 | CACC Credit Acceptance Corporation | Buy | +9,000+8.5% |
Q1 2019Mar 31, 2019 | TRUP Trupanion, Inc. | Buy | +17,700+3.0% |
Q1 2019Mar 31, 2019 | META Meta Platforms, Inc. | Buy | +5,000+2.4% |
Q1 2019Mar 31, 2019 | CACC Credit Acceptance Corporation | Sell | -4,000-3.6% |
Q1 2019Mar 31, 2019 | SHAK Shake Shack, Inc. | Sell - Position Exit | -165,000-100.0% |
Q4 2018Dec 31, 2018 | TRUP Trupanion, Inc. | Buy - Position Entry | +590,700 |