Rob Vinall - RV Capital Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Jul 08, 2025 | |
| Total Stocks | 12 | |
| Portfolio Value | $540.21M |
Portfolio Overview
Comprehensive analysis of Rob Vinall's investment portfolio
11
Total Holdings
$540.2M
Portfolio Value
Jun 30, 2025
Latest Filing
31.8%
Largest Position
Top Holdings
1
CVNA
CARVANA CO
$172.0M
31.8%
↓-0.1%
2
META
META PLATFORMS INC
$105.5M
19.5%
3
CACC
CREDIT ACCEP CORP MICH
$65.7M
12.2%
4
IBKR
INTERACTIVE BROKERS GROUP IN
$47.1M
8.7%
↑+3.0%
5
PDD
PDD HOLDINGS INC
$35.1M
6.5%
Recent Activity
IBKR
Interactive Brokers Group, Inc.
+637,440
Jun 30, 2025
GOOGL
Alphabet Inc.
+32,520
Jun 30, 2025
CVNA
Carvana Co.
-37,162
Jun 30, 2025