RV Capital (Robert Vinall)
RV Capital (Robert Vinall) (RV Capital AG) reported 13 positions worth $382.9M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CVNA (30.3%). Biggest move: add CVNA ($91.2M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CVNA | SH | $116.1M | 30.31% | 4.8 Years | 1,763,296 | — | — | |
| ▸ 2 | META | SH | $78.3M | 20.45% | 7.8 Years | 138,997 | — | — | |
| ▸ 3 | CACC | SH | $68.9M | 18.01% | 7.8 Years | 108,272 | — | — | |
| ▸ 4 | IBKR | SH | $48.8M | 12.75% | 3.5 Years | 561,086 | — | — | |
| ▸ 5 | HTHT | SH | $21.4M | 5.59% | 2 Years | 513,413 | — | — | |
| ▸ 6 | YUMC | SH | $16.3M | 4.25% | 2 Years | 398,021 | — | — | |
| ▸ 7 | MSFT | SH | $12.3M | 3.22% | 1.8 Years | 33,100 | — | — | |
| ▸ 8 | GOOGL | SH | $11.6M | 3.04% | 1.3 Years | 32,520 | — | — | |
| ▸ 9 | DE | SH | $3.2M | 0.83% | 2.3 Years | 5,001 | — | — | |
| ▸ 10 | PAYC | SH | $2.7M | 0.70% | 2 Years | 21,395 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Pershing Square (Bill Ackman) | 14.3% | MSFT, META, GOOGL |
| Cantillon Capital Management | 11.1% | MSFT, GOOGL, IBKR, L8681T102 |
| ValueAct Holdings | 10.7% | META, CRM, L8681T102 |
| Altimeter Capital Management | 10.0% | MSFT, META, GOOGL |
| Greenlea Lane Capital (Josh Tarasoff) | 9.5% | GOOGL, L8681T102 |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does RV Capital (Robert Vinall) hold as of Q2 2026?
RV Capital (Robert Vinall) reported 13 positions worth $382.9M in its Q2 2026 13F filing. Largest positions: CVNA (30.3%), META (20.4%), CACC (18.0%), IBKR (12.8%) and HTHT (5.6%).
What did RV Capital (Robert Vinall) buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did RV Capital (Robert Vinall) sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.