Rob Vinall
RV Capital. Holdings reported for Q2 2026, filed Aug 14, 2026.
- Portfolio
- $382.66M
- Stocks
- 12
- Top 10
- 99%
- Turnover
- 9%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | 30.3% | $116.06M | 2M | -7% | +3.8% | |
| 2 | 20.5% | $78.30M | 0M | -4% | +9.2% | |
| 3 | 18.0% | $68.94M | 0M | -13% | -27.0% | |
| 4 | 12.8% | $48.84M | 1M | -26% | -11.6% | |
| 5 | 5.6% | $21.42M | 1M | -8% | +14.3% | |
| 6 | 4.3% | $16.27M | 0M | -6% | +12.0% | |
| 7 | 3.2% | $12.35M | 0M | +31% | +39.9% | |
| 8 | 3.0% | $11.62M | 0M | Unchanged | -21.7% | |
| 9 | 0.8% | $3.17M | 0M | Unchanged | +6.5% | |
| 10 | 0.7% | $2.69M | 0M | Unchanged | +110.2% | |
| 11 | 0.6% | $2.43M | 0M | Unchanged | +46.3% | |
| 12 | 0.2% | $577.27K | 0M | Unchanged | +45.0% |