Robert Vinall
RV Capital AG
| Stock 13 | % of Portfolio Weight of this holding as a percentage of the total portfolio | Value Total dollar value of the position (shares x price) | Shares Number of shares held | Reported Price Price per share as reported in the SEC filing | Recent Activity Activity in the most recent 13F filing with percentage change | Current Price within 52W Range Current stock price positioned within the 52-week high/low range | +/- Reported Price Percentage change from the filing reported price to the current price. Green = gain, Red = loss |
|---|---|---|---|---|---|---|---|
 C CVNA CARVANA CO | 29.81% | $128.04M | 303,403 | $422.02 | Reduce 31.86% | $313.91 $162.57 $478.45 | -25.62% |
 M META Meta Platforms, Inc. | 20.95% | $89.98M | 136,311 | $660.09 | Reduce 2.43% | $574.46 $483.15 $788.15 | -12.97% |
 C CACC CREDIT ACCEP CORP MICH | 13.47% | $57.84M | 130,431 | $443.45 | — | $416.51 $411.04 $543.74 | -6.08% |
 I IBKR INTERACTIVE BROKERS GROUP IN | 11.27% | $48.39M | 752,478 | $64.31 | Reduce 5.85% | $67.74 $35.89 $78.34 | +5.34% |
 W WIX WIX COM LTD | 7.62% | $32.72M | 314,996 | $103.89 | — | $81.95 $62.80 $189.61 | -21.12% |
 H HTHT H World Group Limited ADR | 6.61% | $28.39M | 603,416 | $47.05 | — | $52.21 $29.22 $56.06 | +10.97% |
 Y YUMC Yum China Holdings, Inc. | 4.94% | $21.21M | 444,321 | $47.74 | — | $49.19 $40.91 $57.63 | +3.04% |
 A GOOGL ALPHABET INC | 2.37% | $10.18M | 32,520 | $312.98 | — | $295.77 $144.20 $343.45 | -5.50% |
 M MSFT Microsoft | 1.29% | $5.56M | 11,500 | $483.57 | — | $373.46 $351.87 $539.83 | -22.77% |
 S CRM SALESFORCE INC | 0.68% | $2.91M | 10,980 | $264.85 | — | $187.18 $178.16 $289.72 | -29.32% |
 D DE Deere & Co. | 0.54% | $2.33M | 5,001 | $465.51 | — | $575.71 $407.65 $660.56 | +23.67% |
 P PAYC PAYCOM SOFTWARE INC | 0.46% | $1.98M | 12,395 | $159.34 | — | $123.56 $114.12 $263.95 | -22.45% |
 P PDD PDD Holdings, Inc. | 0.00% | $0 | 0 | $0.00 | Sold | $100.87 $88.35 $138.13 | — |
News about Robert Vinall's top holdings
Frequently Asked Questions
What stocks does Robert Vinall own in 2026?
As of Q1 2026, Robert Vinall's RV Capital AG holds 13 stocks worth $429.52M. The largest position is CVNA. Data from SEC 13F filing dated 2026-01-30 00:00:00.000Z.
What did Robert Vinall buy and sell recently?
View the Activity tab above to see which positions Robert Vinall added, increased, decreased, or sold in Q1 2026. The activity data comes from comparing consecutive 13F filings.
What is Robert Vinall's top stock holding?
The largest position is CVNA. Robert Vinall's RV Capital AG holds 13 total positions worth $429.52M. Visit the holdings table above to see the complete portfolio ranked by position size.
What sectors does Robert Vinall invest in?
Robert Vinall's portfolio of 13 stocks is diversified across multiple sectors. The portfolio is most concentrated in the Consumer Cyclical sector. The sector chart above shows the full allocation breakdown by portfolio value.
What is Robert Vinall's investment strategy?
Robert Vinall manages RV Capital AG using a value investment approach. The portfolio currently holds 13 positions with total assets of $429.52M. The portfolio is most concentrated in the Consumer Cyclical sector.
What is Robert Vinall's portfolio worth in 2026?
Robert Vinall's RV Capital AG manages $429.52M in disclosed 13F holdings across 13 positions as of Q1 2026. This represents the total market value of equity positions reported to the SEC.
How often does Robert Vinall update portfolio holdings?
Robert Vinall's RV Capital AG files 13F reports with the SEC quarterly. The most recent filing is dated 2026-01-30 00:00:00.000Z, covering holdings as of Q1 2026. New data appears within 24 hours of each filing.
How do I track Robert Vinall's portfolio changes over time?
Use the Activity tab to compare Robert Vinall's holdings across quarters. You can see new positions, additions, reductions, and exits for each quarter going back multiple years. The data comes from RV Capital AG's SEC 13F filings.