RV Capital GmbH Robert Vinall
Top positions activity
Value History
Quarterly report: Q2 2026
Total portfolio value: $382.9M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
CVNA
|
Carvana Co. - Class A | 116.1M 30.31% | 1.8M | +1.4M ↑367.35% | |
|
FB
|
Meta Platforms Inc - Class A | 78.3M 20.44% | 139.0K | -6.5K ↓4.49% | |
|
CACC
|
Credit Acceptance Corp. | 68.9M 18% | 108.3K | -15.9K ↓12.80% | |
|
IBKR
|
Interactive Brokers Group Inc - Class A | 48.8M 12.75% | 561.1K | -196.8K ↓25.97% | |
|
HTHT
|
Huazhu Group Limited - ADR | 21.4M 5.59% | 513.4K | -45.0K ↓8.05% | |
|
YUMC
|
Yum China Holdings Inc | 16.3M 4.24% | 398.0K | -23.5K ↓5.58% | |
|
MSFT
|
Microsoft Corporation | 12.3M 3.22% | 33.1K | +7.9K ↑31.25% | |
|
GOOGL
|
Alphabet Inc - Class A | 11.6M 3.03% | 32.5K | = | |
|
DE
|
Deere & Co. | 3.2M 0.82% | 5.0K | = | |
|
PAYC
|
Paycom Software Inc | 2.7M 0.7% | 21.4K | = | |
|
CRM
|
Salesforce.Com Inc | 2.4M 0.63% | 15.5K | = |