Robert Vinall - RV Capital AG
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    13
Portfolio value:    $382,628,512
Holdings Activity Buys Sells    History
History Stock Activity Share change % change to portfolio
Q1 2026
CACC - Credit Acceptance Corp. Reduce 4.81% 6,271 0.65
YUMC - Yum China Holdings Inc. Reduce 5.13% 22,782 0.25
HTHT - H World Group Ltd ADR Reduce 7.46% 45,036 0.49
WIX - Wix.com Ltd. Sell 100.00% 314,996 7.62
Q4 2025
META - Meta Platforms Inc. Reduce 2.43% 3,401 0.46
IBKR - Interactive Brokers Group Inc. Reduce 5.85% 46,789 0.59
CVNA - Carvana Co. Reduce 31.86% 709,260 9.80
PDD - Pinduoduo Inc. Sell 100.00% 301,232 7.29
Q3 2025
META - Meta Platforms Inc. Reduce 2.29% 3,276 0.45
IBKR - Interactive Brokers Group Inc. Reduce 5.96% 50,653 0.52
WIX - Wix.com Ltd. Reduce 6.81% 23,004 0.67
HTHT - H World Group Ltd ADR Reduce 8.53% 56,236 0.35
YUMC - Yum China Holdings Inc. Reduce 9.74% 47,944 0.40
PDD - Pinduoduo Inc. Reduce 10.23% 34,337 0.67
CVNA - Carvana Co. Reduce 12.76% 325,485 4.06
Q2 2025
CVNA - Carvana Co. Reduce 6.79% 185,810 1.72
Q1 2025
CACC - Credit Acceptance Corp. Reduce 2.02% 2,659 0.27
PDD - Pinduoduo Inc. Reduce 2.87% 9,920 0.21
META - Meta Platforms Inc. Reduce 4.41% 6,595 0.83
IBKR - Interactive Brokers Group Inc. Reduce 5.29% 11,867 0.45
YUMC - Yum China Holdings Inc. Reduce 5.83% 30,464 0.31
WIX - Wix.com Ltd. Reduce 6.05% 21,780 1.00
Q4 2024
CACC - Credit Acceptance Corp. Reduce 1.94% 2,600 0.24
YUMC - Yum China Holdings Inc. Reduce 5.20% 28,700 0.27
WIX - Wix.com Ltd. Reduce 9.21% 36,500 1.26
CVNA - Carvana Co. Reduce 28.12% 1,071,085 7.69
IBKR - Interactive Brokers Group Inc. Reduce 28.90% 91,200 2.62
CRM - Salesforce.com Sell 100.00% 7,000 0.40
Q3 2024
CACC - Credit Acceptance Corp. Reduce 2.54% 3,500 0.43
CVNA - Carvana Co. Reduce 7.06% 289,500 1.79
META - Meta Platforms Inc. Reduce 18.30% 33,500 4.06
Q2 2024
CVNA - Carvana Co. Reduce 3.29% 139,500 0.66
META - Meta Platforms Inc. Reduce 7.71% 15,300 1.98
WIX - Wix.com Ltd. Reduce 8.12% 35,000 1.28
Q1 2024
WIX - Wix.com Ltd. Reduce 3.79% 17,007 0.61
CACC - Credit Acceptance Corp. Reduce 5.62% 8,200 1.26
CRM - Salesforce.com Sell 100.00% 186,849 14.22
TRUP - Trupanion Inc. Sell 100.00% 25,000 0.22
Q4 2023
WIX - Wix.com Ltd. Reduce 3.86% 18,013 0.50
CACC - Credit Acceptance Corp. Reduce 7.49% 11,808 1.66
META - Meta Platforms Inc. Reduce 26.14% 70,200 6.43
CRM - Salesforce.com Reduce 36.63% 107,994 6.68
Q3 2023
META - Meta Platforms Inc. Reduce 0.19% 517 0.05
CRM - Salesforce.com Reduce 1.24% 3,700 0.25
CACC - Credit Acceptance Corp. Reduce 8.77% 15,150 2.51
CVNA - Carvana Co. Reduce 10.38% 368,500 0.62
Q2 2023
CRM - Salesforce.com Reduce 1.55% 4,700 0.36
META - Meta Platforms Inc. Reduce 1.82% 5,000 0.40
Q1 2023
CACC - Credit Acceptance Corp. Reduce 13.27% 25,900 6.21
Q4 2022
CRM - Salesforce.com Reduce 0.62% 1,900 0.13
Q3 2022
CACC - Credit Acceptance Corp. Reduce 1.61% 3,200 0.68
CRM - Salesforce.com Reduce 2.86% 9,000 0.67
Q2 2022
CRM - Salesforce.com Reduce 0.82% 2,600 0.17
Q1 2022
CRM - Salesforce.com Reduce 0.69% 2,200 0.14
META - Meta Platforms Inc. Reduce 18.13% 40,500 3.53
Q4 2021
CACC - Credit Acceptance Corp. Reduce 9.74% 20,837 3.54
Q3 2021
CACC - Credit Acceptance Corp. Reduce 3.39% 7,500 0.91
WORK - Slack Technologies Inc Sell 100.00% 1,088,058 12.89
Q1 2021
META - Meta Platforms Inc. Reduce 16.96% 42,900 4.12
TRUP - Trupanion Inc. Sell 100.00% 316,298 13.33
Q4 2020
TRUP - Trupanion Inc. Reduce 56.01% 402,702 11.89
Q3 2020
META - Meta Platforms Inc. Reduce 2.69% 7,000 0.62
WIX - Wix.com Ltd. Reduce 9.35% 27,200 2.73
TRUP - Trupanion Inc. Reduce 9.67% 76,956 1.28
CVNA - Carvana Co. Sell 100.00% 473,210 4.45
Q2 2020
WIX - Wix.com Ltd. Reduce 3.03% 9,100 0.65
GOOGL - Alphabet Inc. Sell 100.00% 11,400 9.39
Q4 2019
CACC - Credit Acceptance Corp. Reduce 0.43% 500 0.17
META - Meta Platforms Inc. Reduce 16.27% 40,100 5.12
GOOGL - Alphabet Inc. Reduce 58.79% 11,700 10.24
Q1 2019
CACC - Credit Acceptance Corp. Reduce 3.64% 4,000 1.36
SHAK - Shake Shack Inc. Sell 100.00% 165,000 6.67