Robert Vinall Portfolio Holdings

Rv Capital Ag

$540 Million
Q2 2025

Rv Capital Ag, under direction of Robert Vinall has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $540 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $172M, Meta Platforms, Inc. with a value of $106M, Credit Acceptance Corp with a value of $65.7M, Wix.Com Ltd. with a value of $53.6M, and Interactive Brokers Group, Inc. with a value of $47.1M.

Examining the 13F form we can see an increase of $88.7M in the current position value, from $451M to 540M.

Rv Capital Ag is based out at Schindellegi, V8

Below you can find more details about Robert Vinall portfolio as well as his latest detailed transactions.

Portfolio value $540 Million

Consumer Cyclical: $251 Million

Financial Services: $113 Million

Communication Services: $111 Million

Technology: $62.1 Million

Industrials: $2.54 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Robert Vinall

Robert Vinall is the founder and managing partner of RV Capital, a successful investment firm that focuses on value investing. Vinall is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.

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Summary

Portfolio
No. of Stocks 12
Current Value $540 Million
Prior Value $451 Million
Filing
Period Q2 2025
Filing Date July 08, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 1 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

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