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Rob Vinall 13F Portfolio
RV CAPITAL AG
Latest SEC 13F filing: 2026-06-30
Rob Vinall runs RV CAPITAL AG and currently holds 13 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $382.89M. Their top holdings are CVNA, META, CACC, IBKR, HTHT. The top five represent 87.1% of reported portfolio weight. Rob Vinall ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 2 existing positions. They trimmed 5 positions. Their current best-performing preview position is CACC with returns of +50.25%.
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Top 5 Holdings
CVNA30.3%
META20.4%
CACC18.0%
IBKR12.8%
HTHT5.6%
Top 5: 87.1%
Portfolio Returns
1 Year
+4.81%
#0/10003 Year
+163.63%
#0/10005 Year
+63.34%
#0/1000Portfolio Value
$382.89M
Alpha Score
76.4
#0 of 1000
Holdings
13
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Rob Vinall Current 13F Holdings
Reported holdings from RV CAPITAL AG's latest SEC 13F filing, ranked by portfolio weight.
13 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CVNA CARVANA CO | 30.31% | $28.63 | $69.16 | +141.56% | Added +367.35% |
 META META PLATFORMS INC | 20.45% | $197.87 | $648.03 | +227.50% | Trimmed -4.49% |
 CACC CREDIT ACCEP CORP MICH | 18.01% | $392.34 | $604.24 | +54.01% | Trimmed -12.80% |
 IBKR INTERACTIVE BROKERS GROUP IN | 12.75% | $21.26 | $91.37 | +329.77% | Trimmed -25.97% |
 HTHT H WORLD GROUP LTD | 5.59% | $37.19 | $42.66 | +14.71% | Trimmed -8.05% |
 YUMC YUM CHINA HLDGS INC | 4.25% | $45.02 | $42.33 | -5.98% | Trimmed -5.58% |
 MSFT MICROSOFT CORP | 3.22% | $388.68 | $495.63 | +27.52% | Added +31.25% |
 GOOGL ALPHABET INC | 3.04% | $176.23 | $338.50 | +92.08% | Held |
 DE DEERE & CO | 0.83% | $360.99 | $676.29 | +87.34% | Held |
 PAYC PAYCOM SOFTWARE INC | 0.70% | $147.63 | $219.03 | +48.36% | Held |
Showing 1-10 of 13