Robert Vinall
Net buyingRV Capital AG — managed by Robert Vinall; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-11) · Source: SEC EDGAR
RV Capital AG's most recent 13F filing, for the quarter ended 2026-03-31, reports 13 positions worth $382.6M. The top 5 holdings represent 87% of that value, a concentrated portfolio.
The single largest position is Carvana Co at 31.1% of the portfolio, followed by Meta Platforms Inc at 21.8% and Credit Accep Corp Mich at 13.8%.
Against the prior quarter, Robert Vinall opened 2 new positions, exited 1, added to 6, and trimmed 3. The largest new buy was Morningstar Inc. The most notable sale was the full exit from Wix Com Ltd.
Across all 8 quarters on file, Carvana Co has appeared in every filing, as has Meta Platforms Inc. Carvana Co currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
- Value$118.8MWeight (prev→now)29.8% → 31.1% ▲
- Value$83.3MWeight (prev→now)20.9% → 21.8% ▲
- Value$52.7MWeight (prev→now)13.5% → 13.8% ▼
- Value$51.1MWeight (prev→now)11.3% → 13.4% ▲
- Value$28.1MWeight (prev→now)6.6% → 7.3% ▼
- Value$20.6MWeight (prev→now)4.9% → 5.4% ▼
- Value$9.4MWeight (prev→now)1.3% → 2.5% ▲
- Value$9.4MWeight (prev→now)2.4% → 2.4%
- Value$2.9MWeight (prev→now)0.7% → 0.8% ▲
- Value$2.8MWeight (prev→now)0.5% → 0.7%
- Value$2.7MWeight (prev→now)0.5% → 0.7% ▲
- Value$653,790Weight (prev→now)New · 0.2%
- Value$242,455Weight (prev→now)New · 0.1%
Sources· SEC EDGAR 13F as of 2026-05-11
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