Robert Vinall, RV Capital GmbH
Portfolio USD 382,888,000 across 13 positions as of 2026 Q2; history from 2018 Q4. Source: quarterly 13F filings via dataroma.com.
Positions, 2026 Q2
- CVNA Carvana Co.: 30% of portfolio, USD 116,060,000, reduce -6.53%
- META Meta Platforms Inc.: 21% of portfolio, USD 78,296,000, reduce -4.49%
- CACC Credit Acceptance Corp.: 18% of portfolio, USD 68,941,000, reduce -12.8%
- IBKR Interactive Brokers Group Inc.: 13% of portfolio, USD 48,837,000, reduce -25.97%
- HTHT H World Group Ltd ADR: 5.6% of portfolio, USD 21,420,000, reduce -8.05%
- YUMC Yum China Holdings Inc.: 4.3% of portfolio, USD 16,267,000, reduce -5.58%
- MSFT Microsoft Corp.: 3.2% of portfolio, USD 12,347,000, add +31.25%
- GOOGL Alphabet Inc.: 3.0% of portfolio, USD 11,622,000, hold
- DE Deere & Co.: 0.8% of portfolio, USD 3,172,000, hold
- PAYC Paycom Software Inc.: 0.7% of portfolio, USD 2,689,000, hold
- CRM Salesforce.com: 0.6% of portfolio, USD 2,430,000, hold
- MORN Morningstar Inc.: 0.2% of portfolio, USD 577,000, hold
- SPOT Spotify Technology S.A.: 0.1% of portfolio, USD 230,000, hold
Portfolio value, all published quarters
- 2018 Q4: USD 112,392,707
- 2019 Q1: USD 126,496,851
- 2019 Q2: USD 135,621,130
- 2019 Q3: USD 139,526,665
- 2019 Q4: USD 165,222,633
- 2020 Q1: USD 141,028,211
- 2020 Q2: USD 255,632,380
- 2020 Q3: USD 267,151,370
- 2020 Q4: USD 284,156,016
- 2021 Q1: USD 312,321,090
- 2021 Q2: USD 373,889,506
- 2021 Q3: USD 344,115,432
- 2021 Q4: USD 386,360,408
- 2022 Q1: USD 323,007,288
- 2022 Q2: USD 221,998,887
- 2022 Q3: USD 209,488,524
- 2022 Q4: USD 197,730,057
- 2023 Q1: USD 262,854,846
- 2023 Q2: USD 306,617,801
- 2023 Q3: USD 327,727,337
- 2023 Q4: USD 345,729,465
- 2024 Q1: USD 374,411,820
- 2024 Q2: USD 415,648,964
- 2024 Q3: USD 484,844,956
- 2024 Q4: USD 466,681,354
- 2025 Q1: USD 452,961,754
- 2025 Q2: USD 540,256,157
- 2025 Q3: USD 546,241,254
- 2025 Q4: USD 429,484,115
- 2026 Q1: USD 382,660,823
- 2026 Q2: USD 382,888,000