RV Capital GmbH Robert Vinall
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $429.5M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
CVNA
|
Carvana Co. - Class A | 128.0M 29.8% | 303.4K | -141.9K ↓31.86% | |
|
FB
|
Meta Platforms Inc - Class A | 90.0M 20.94% | 136.3K | -3.4K ↓2.43% | |
|
CACC
|
Credit Acceptance Corp. | 57.8M 13.46% | 130.4K | = | |
|
IBKR
|
Interactive Brokers Group Inc - Class A | 48.4M 11.26% | 752.5K | -46.8K ↓5.85% | |
|
WIX
|
Wix.com Ltd | 32.7M 7.61% | 315.0K | = | |
|
HTHT
|
Huazhu Group Limited - ADR | 28.4M 6.6% | 603.4K | = | |
|
YUMC
|
Yum China Holdings Inc | 21.2M 4.93% | 444.3K | = | |
|
GOOGL
|
Alphabet Inc - Class A | 10.2M 2.36% | 32.5K | = | |
|
MSFT
|
Microsoft Corporation | 5.6M 1.29% | 11.5K | = | |
|
CRM
|
Salesforce.Com Inc | 2.9M 0.67% | 11.0K | = | |
|
DE
|
Deere & Co. | 2.3M 0.54% | 5.0K | = |
Sold Out Positions
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