In a quarterly disclosure filed on August 14, 2026, Robert Vinall's RV Capital revealed a significant increase in its Carvana (CVNA) holdings. The report, which reflects positions held as of June 30, 2026, showed a 367.35% increase in shares, bringing the total to 1.76 million. This move solidifies Carvana as the firm's top position, constituting 30.31% of its reported portfolio.
This substantial addition continues Vinall's high-conviction bet on the online auto retailer. The trade, with an estimated value of $91.23 million, boosted the holding despite a decrease in the position's reported market value to $116.06 million. Investors should note that 13F filings are delayed, reflecting trades that occurred in the quarter ending nearly two months before the filing date.