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Robert Vinall
RV Capital GmbH
German-based concentrated value
$334.1M
Portfolio Value
12
Holdings
Q4 '25
Period
2026-01-30
Filed
📈 Recent Activity
Changes from previous quarter
📊 Sector Breakdown
Portfolio allocation by sector
Unknown 94.8%Technology 4.5%Industrials 0.7%
💼 Holdings
🔍
12 of 12 positions · $334.1M
This quarter: reduced 3, sold 1. Net seller.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 29.8% | Reduce 31.86% | 303403 | $422.02 | $128.0M | — | — | — | — | 📄 | |
| 2 | METAMETA PLATFORMS INC | 20.9% | Reduce 2.43% | 136311 | $0.66 | $90K | — | — | — | — | 📄 | |
| 3 | CACCCREDIT ACCEP CORP MICH | 13.5% | Held | 130431 | $443.46 | $57.8M | — | — | — | — | 📄 | |
| 4 | IBKRINTERACTIVE BROKERS GROUP IN | 11.3% | Reduce 5.85% | 752478 | $64.31 | $48.4M | — | — | — | — | 📄 | |
| 5 | WIXWIX COM LTD | 7.6% | Held | 314996 | $103.89 | $32.7M | — | — | — | — | 📄 | |
| 6 | HWLDFH WORLD GROUP LTD | 6.6% | Held | 603416 | $47.05 | $28.4M | — | — | — | — | 📄 | |
| 7 | YUMCYUM CHINA HLDGS INC | 4.9% | Held | 444321 | $47.74 | $21.2M | — | — | — | — | 📄 | |
| 8 | GOOGLALPHABET INC | 2.4% | Held | 32520 | $313.00 | $10.2M | — | — | — | — | 📄 | |
| 9 | MSFTMICROSOFT CORP | 1.3% | Held | 11500 | $0.48 | $6K | — | — | — | — | 📄 | |
| 10 | CRMSALESFORCE INC | 0.7% | Held | 10980 | $264.91 | $2.9M | — | — | — | — | 📄 | |
| 11 | DEDEERE & CO | 0.5% | Held | 5001 | $465.57 | $2.3M | — | — | — | — | 📄 | |
| 12 | PYPLPAYCOM SOFTWARE INC | 0.5% | Held | 12395 | $159.36 | $2.0M | — | — | — | — | 📄 |