What Robert Vinall Bought in Q1 2026
RV Capital GmbH · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$382.6M
Total Value
13
Holdings
2
New Buys
3
Reduced
In Q1 2026, Robert Vinall reported 13 long equity positions worth $382.6M in their RV Capital GmbH 13F filing, including 2 new positions (largest: MORNINGSTAR INC at $654K) and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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 | HTHT | 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 | PAYC | PAYCOM SOFTWARE INC | 21395 | $2.7M | 0.70% | +72.6% |
| 12 | MORN | MORNINGSTAR INC | 3700 | $654K | 0.17% | NEW |
| 13 | SPOT | SPOTIFY TECHNOLOGY S A | 500 | $242K | 0.06% | NEW |