What Robert Vinall Bought in Q4 2025
RV Capital GmbH · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$429.5M
Total Value
12
Holdings
0
New Buys
3
Reduced
In Q4 2025, Robert Vinall reported 12 long equity positions worth $429.5M in their RV Capital GmbH 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 303403 | $128.0M | 29.81% | -31.9% |
| 2 | META | META PLATFORMS INC | 136311 | $90.0M | 20.95% | -2.4% |
| 3 | CACC | CREDIT ACCEP CORP MICH | 130431 | $57.8M | 13.47% | — |
| 4 | IBKR | INTERACTIVE BROKERS GROUP IN | 752478 | $48.4M | 11.27% | -5.9% |
| 5 | WIX | WIX COM LTD | 314996 | $32.7M | 7.62% | — |
| 6 | HTHT | H WORLD GROUP LTD | 603416 | $28.4M | 6.61% | — |
| 7 | YUMC | YUM CHINA HLDGS INC | 444321 | $21.2M | 4.94% | — |
| 8 | GOOGL | ALPHABET INC | 32520 | $10.2M | 2.37% | — |
| 9 | MSFT | MICROSOFT CORP | 11500 | $5.6M | 1.29% | — |
| 10 | CRM | SALESFORCE INC | 10980 | $2.9M | 0.68% | — |
| 11 | DE | DEERE & CO | 5001 | $2.3M | 0.54% | — |
| 12 | PAYC | PAYCOM SOFTWARE INC | 12395 | $2.0M | 0.46% | — |