RV Capital GmbH Robert Vinall
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $382.6M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
CVNA
|
Carvana Co. - Class A | 118.8M 31.05% | 377.3K | +73.9K ↑24.36% | |
|
FB
|
Meta Platforms Inc - Class A | 83.3M 21.77% | 145.5K | +9.2K ↑6.77% | |
|
CACC
|
Credit Acceptance Corp. | 52.7M 13.77% | 124.2K | -6.3K ↓4.81% | |
|
IBKR
|
Interactive Brokers Group Inc - Class A | 51.1M 13.35% | 757.9K | +5.4K ↑0.72% | |
|
HTHT
|
Huazhu Group Limited - ADR | 28.1M 7.33% | 558.4K | -45.0K ↓7.46% | |
|
YUMC
|
Yum China Holdings Inc | 20.6M 5.37% | 421.5K | -22.8K ↓5.13% | |
|
MSFT
|
Microsoft Corporation | 9.4M 2.45% | 25.2K | +13.7K ↑119.30% | |
|
GOOGL
|
Alphabet Inc - Class A | 9.4M 2.44% | 32.5K | = | |
|
CRM
|
Salesforce.Com Inc | 2.9M 0.75% | 15.5K | +4.5K ↑41.27% | |
|
DE
|
Deere & Co. | 2.8M 0.73% | 5.0K | = | |
|
PAYC
|
Paycom Software Inc | 2.7M 0.69% | 21.4K | +9.0K ↑72.61% |
Sold Out Positions
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