Robert Vinall
RV Capital · SEC CIK 1766596
One decision a year, made properly.
Q1 2026
Latest 13F
$382.63M
Filed US book
13
Positions
Largest holdings, as filed
Top 13 of 13 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| CARVANA CO | CVNA | $118.82M | 31.1% |
| META PLATFORMS INC | META | $83.31M | 21.8% |
| CREDIT ACCEP CORP MICH | CACC | $52.70M | 13.8% |
| INTERACTIVE BROKERS GROUP IN | IBKR | $51.11M | 13.4% |
| H WORLD GROUP LTD | HTHT | $28.08M | 7.3% |
| YUM CHINA HLDGS INC | YUMC | $20.56M | 5.4% |
| MICROSOFT CORP | MSFT | $9.41M | 2.5% |
| ALPHABET INC | GOOGL | $9.35M | 2.4% |
| SALESFORCE INC | CRM | $2.90M | 0.8% |
| DEERE & CO | DE | $2.82M | 0.7% |
| PAYCOM SOFTWARE INC | PAYC | $2.68M | 0.7% |
| MORNINGSTAR INC | MORN | $653.8K | 0.2% |
| SPOTIFY TECHNOLOGY S A | $242.5K | 0.1% |
Inside the app: the full book for RV Capital, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.