RV Capital AG
Managed by Robert Vinall. $429.5M disclosed long-equity portfolio across 12 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | CARVANA CO | $128.0M | 29.81% |
| 2 | META PLATFORMS INC | $90.0M | 20.95% |
| 3 | CREDIT ACCEP CORP MICH | $57.8M | 13.47% |
| 4 | INTERACTIVE BROKERS GROUP IN | $48.4M | 11.27% |
| 5 | WIX COM LTD | $32.7M | 7.62% |
| 6 | H WORLD GROUP LTD | $28.4M | 6.61% |
| 7 | YUM CHINA HLDGS INC | $21.2M | 4.94% |
| 8 | ALPHABET INC | $10.2M | 2.37% |
| 9 | MICROSOFT CORP | $5.6M | 1.29% |
| 10 | SALESFORCE INC | $2.9M | 0.68% |
| 11 | DEERE & CO | $2.3M | 0.54% |
| 12 | PAYCOM SOFTWARE INC | $2.0M | 0.46% |
For full quarterly history, transactions, and the investor profile, see Robert Vinall's page →
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RV Capital AG — overview
Robert Vinall runs RV Capital AG, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $430M across 12 positions. The largest holdings are CARVANA CO, META PLATFORMS INC, and CREDIT ACCEP CORP MICH (CARVANA CO alone is 29.8% of the book).
Key takeaways
- Disclosed Q4 2025 portfolio: $430M.
- Top holdings: CARVANA CO, META PLATFORMS INC, and CREDIT ACCEP CORP MICH.