# Robert Vinall — RV Capital GmbH

Source: SEC EDGAR 13F filings (CIK 0001766596).
Page URL: https://superinvestorclub.com/manager/3221
Last updated: 2026-07-08T12:25:18.226Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-11), Robert Vinall reported 13 long equity positions in their RV Capital GmbH 13F filing, with a total reported value of $382.6M.

### About

German-based concentrated value

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | CVNA | CARVANA CO | 377298 | $118.8M | 31.05% | +24.4% |
| 2 | META | META PLATFORMS INC | 145534 | $83.3M | 21.77% | +6.8% |
| 3 | CACC | CREDIT ACCEP CORP MICH | 124160 | $52.7M | 13.77% | -4.8% |
| 4 | IBKR | INTERACTIVE BROKERS GROUP IN | 757919 | $51.1M | 13.36% | +0.7% |
| 5 | HWLDF | H WORLD GROUP LTD | 558380 | $28.1M | 7.34% | -7.5% |
| 6 | YUMC | YUM CHINA HLDGS INC | 421539 | $20.6M | 5.37% | -5.1% |
| 7 | MSFT | MICROSOFT CORP | 25220 | $9.4M | 2.46% | +119.3% |
| 8 | GOOGL | ALPHABET INC | 32520 | $9.4M | 2.44% | — |
| 9 | CRM | SALESFORCE INC | 15511 | $2.9M | 0.76% | +41.3% |
| 10 | DE | DEERE & CO | 5001 | $2.8M | 0.74% | — |
| 11 | PYPL | PAYCOM SOFTWARE INC | 21395 | $2.7M | 0.70% | +72.6% |
| 12 | MORN | MORNINGSTAR INC | 3700 | $653,790 | 0.17% | NEW |
| 13 | SPOT | SPOTIFY TECHNOLOGY S A | 500 | $242,455 | 0.06% | NEW |

## New positions this quarter (2)

- MORN (MORNINGSTAR INC): 3700 shares, $653,790
- SPOT (SPOTIFY TECHNOLOGY S A): 500 shares, $242,455

## Increased positions (6)

- CVNA: 377298 shares (+24.4%), $118.8M
- META: 145534 shares (+6.8%), $83.3M
- IBKR: 757919 shares (+0.7%), $51.1M
- MSFT: 25220 shares (+119.3%), $9.4M
- CRM: 15511 shares (+41.3%), $2.9M
- PYPL: 21395 shares (+72.6%), $2.7M

## Reduced positions (3)

- CACC: 124160 shares (-4.8%), $52.7M
- HWLDF: 558380 shares (-7.5%), $28.1M
- YUMC: 421539 shares (-5.1%), $20.6M

## Sold positions (1)

- WIX: previously held 314996 shares worth $32.7M

## Filing history (7)

- 2026-03-31 (filed 2026-05-11)
- 2025-12-31 (filed 2026-01-30)
- 2025-09-30 (filed 2025-10-22)
- 2025-06-30 (filed 2025-07-08)
- 2025-03-31 (filed 2025-04-14)
- 2024-12-31 (filed 2025-01-22)
- 2024-09-30 (filed 2024-11-12)

## Citation

When citing, use: "Robert Vinall, RV Capital GmbH, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/3221)".