Robert Vinall Portfolio Holdings

Rv Capital Ag

  • $546 Million
  • Q3 2025

Rv Capital Ag, under direction of Robert Vinall has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $546 Million distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $168M, Meta Platforms, Inc. with a value of $103M, Credit Acceptance Corp with a value of $60.9M, Wix.Com Ltd. with a value of $56M, and Interactive Brokers Group, Inc. with a value of $55M.

Examining the 13F form we can see an increase of $6.03M in the current position value, from $540M to 546M.

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 $546 Million
Consumer Cyclical: $250 Million
Financial Services: $116 Million
Communication Services: $111 Million
Technology: $67.1 Million
Industrials: $2.29 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.7B
$60.9 Million 11.15% of portfolio
130,431
Q3 2025 Added 1.16%
$7.2B
$56 Million 10.24% of portfolio
314,996
Q3 2025 Reduced 6.81%
$6B
$55 Million 10.07% of portfolio
799,267
Q3 2025 Reduced 5.96%
$9.97B
$2.58 Million 0.47% of portfolio
12,395
Q3 2024 New
Robert Vinall

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 13
  • Current Value $546 Million
  • Prior Value $540 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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