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Robert Vinall — 13F History

RV Capital AGCIK 0001766596Form 13F-HR on EDGAR
Portfolio value$382.9M
Positions13
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q4 2018: what Robert Vinall bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

31 filings · newest first
Q2 2026$382.9M · 13 stocks · filed Aug 14, 2026
0 bought1 added6 reduced0 sold
Q1 2026$382.6M · 13 stocks · filed May 11, 2026
2 bought6 added3 reduced1 sold
sold WIXadded +24% CVNAadded +7% METAadded +119% MSFTreduced −5% CACCreduced −7% HTHT
Q4 2025$429.5M · 12 stocks · filed Jan 30, 2026
0 bought0 added3 reduced1 sold
Q3 2025$546.2M · 13 stocks · filed Oct 22, 2025
1 bought1 added7 reduced0 sold
Q2 2025$540.2M · 12 stocks · filed Jul 8, 2025
1 bought0 added1 reduced0 sold
Q1 2025$453.0M · 11 stocks · filed Apr 14, 2025
0 bought1 added6 reduced0 sold
reduced −4% METAreduced −6% WIXreduced −5% IBKRadded +7% HTHTreduced −6% YUMCreduced −2% CACC
Q4 2024$466.6M · 11 stocks · filed Jan 22, 2025
1 bought1 added5 reduced1 sold
Q3 2024$484.9M · 11 stocks · filed Nov 12, 2024
3 bought2 added3 reduced0 sold
bought YUMCbought HTHTreduced −18% METAreduced −7% CVNAbought PAYCreduced −3% CACC
Q2 2024$415.6M · 8 stocks · filed Aug 7, 2024
2 bought1 added3 reduced0 sold
Q1 2024$374.5M · 6 stocks · filed May 2, 2024
0 bought2 added2 reduced2 sold
sold CRMadded +18% CVNAadded +46% PDDreduced −6% CACCreduced −4% WIXsold TRUP
Q4 2023$345.7M · 8 stocks · filed Feb 13, 2024
0 bought2 added4 reduced0 sold
Q3 2023$327.7M · 8 stocks · filed Oct 10, 2023
1 bought1 added4 reduced0 sold

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.