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Rob Vinall
RV CAPITAL AG
Latest filing: 2026-03-31
Rob Vinall runs RV CAPITAL AG and currently holds 13 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $382.63M. Their top holdings are CVNA, META, CACC, IBKR, HTHT. The top five represent 87.3% of reported portfolio weight. Rob Vinall ranks #285 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Rob Vinall initiated 2 new positions. They added to 6 existing positions. They trimmed 3 positions. Their current best-performing preview position is DE with returns of +20.99%.
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13 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CVNA CARVANA CO | 31.05% | $143.12 | $67.26 | -53.00% | Added +24.36% |
 META META PLATFORMS INC | 21.77% | $197.87 | $589.13 | +197.73% | Added +6.77% |
 CACC CREDIT ACCEP CORP MICH | 13.77% | $392.34 | $569.38 | +45.12% | Trimmed -4.81% |
 IBKR INTERACTIVE BROKERS GROUP IN | 13.36% | $62.52 | $87.51 | +39.97% | Added +0.72% |
 HTHT H WORLD GROUP LTD | 7.34% | $37.19 | $43.47 | +16.87% | Trimmed -7.46% |
 YUMC YUM CHINA HLDGS INC | 5.37% | $45.02 | $46.29 | +2.82% | Trimmed -5.13% |
 MSFT MICROSOFT CORP | 2.46% | $393.58 | $394.78 | +0.30% | Added +119.30% |
 GOOGL ALPHABET INC | 2.44% | $176.23 | $334.66 | +89.90% | Held |
 CRM SALESFORCE INC | 0.76% | $222.30 | $185.61 | -16.50% | Added +41.27% |
 DE DEERE & CO | 0.74% | $360.99 | $613.14 | +69.85% | Held |
Showing 1-10 of 13