---
title: Robert Vinall (RV Capital AG) — 13F holdings
canonical: https://sweetvaluelab.com/investors/robert-vinall
cik: 0001766596
quarter: 2026-06-30
filed: 2026-08-14
---
# Robert Vinall — RV Capital AG

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 13 positions worth $382.9M. Against the quarter ended Mar 31, 2026: 0 bought, 1 added to, 6 unchanged, 6 reduced, 0 sold. The top five are 87% of the portfolio, the top ten 99%; 7 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| CVNA | CARVANA CO | 1,763,296 | $116.1M | 30.3% | reduced (-7%) |
| META | META PLATFORMS INC | 138,997 | $78.3M | 20.4% | reduced (-4%) |
| CACC | CREDIT ACCEP CORP MICH | 108,272 | $68.9M | 18.0% | reduced (-13%) |
| IBKR | INTERACTIVE BROKERS GROUP IN | 561,086 | $48.8M | 12.8% | reduced (-26%) |
| HTHT | H WORLD GROUP LTD | 513,413 | $21.4M | 5.6% | reduced (-8%) |
| YUMC | YUM CHINA HLDGS INC | 398,021 | $16.3M | 4.2% | reduced (-6%) |
| MSFT | MICROSOFT CORP | 33,100 | $12.3M | 3.2% | added (+31%) |
| GOOGL | ALPHABET INC | 32,520 | $11.6M | 3.0% | held (0%) |
| DE | DEERE & CO | 5,001 | $3.2M | 0.8% | held (0%) |
| PAYC | PAYCOM SOFTWARE INC | 21,395 | $2.7M | 0.7% | held (0%) |
| CRM | SALESFORCE INC | 15,511 | $2.4M | 0.6% | held (0%) |
| MORN | MORNINGSTAR INC | 3,700 | $577,274 | 0.2% | held (0%) |
| SPOT | SPOTIFY TECHNOLOGY S A | 500 | $229,565 | 0.1% | held (0%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| IBKR | INTERACTIVE BROKERS GROUP IN | 561,086 | 757,919 | reduced (-26%) | −$17.1M | $48.8M |
| CACC | CREDIT ACCEP CORP MICH | 108,272 | 124,160 | reduced (-13%) | −$10.1M | $68.9M |
| CVNA | CARVANA CO | 1,763,296 | 1,886,490 | reduced (-7%) | −$8.1M | $116.1M |
| META | META PLATFORMS INC | 138,997 | 145,534 | reduced (-4%) | −$3.7M | $78.3M |
| MSFT | MICROSOFT CORP | 33,100 | 25,220 | added (+31%) | +$2.9M | $12.3M |
| HTHT | H WORLD GROUP LTD | 513,413 | 558,380 | reduced (-8%) | −$1.9M | $21.4M |
| YUMC | YUM CHINA HLDGS INC | 398,021 | 421,539 | reduced (-6%) | −$961,180.6 | $16.3M |

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Source: https://sweetvaluelab.com/investors/robert-vinall (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.