LatticeworkTHE EVIDENCE DESK

Manager Evidence

What did Robert Vinall actually do?

A source-backed history of material decisions from RV Capital GmbH. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions
6
Stocks observed
4
Outcomes observed
6

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

  1. Q2 2026

    filed Aug 14, 2026

    45d lag

    MSFTADD+31.3%

    Robert Vinall · 3.2% of reported portfolio

    Original SEC filing ↗

    +8.1% vs SPY

    34 sessions after disclosure

    direction supported so far

  2. Q1 2026

    filed May 11, 2026

    41d lag

    MSFTADD+119.3%

    Robert Vinall · 2.5% of reported portfolio

    Original SEC filing ↗

    +19.2% vs SPY

    63 sessions after disclosure

    direction supported so far

  3. Q1 2026

    filed May 11, 2026

    41d lag

    CRMADD+41.3%

    Robert Vinall · 0.8% of reported portfolio

    Original SEC filing ↗

    +10.9% vs SPY

    63 sessions after disclosure

    direction supported so far

  4. Q4 2025

    filed Jan 30, 2026

    30d lag

    PDDEXITEXIT

    Robert Vinall · 7.3% of reported portfolio

    Original SEC filing ↗

    -7.5% vs SPY

    63 sessions after disclosure

    direction supported so far

  5. Q2 2025

    filed Jul 8, 2025

    8d lag

    GOOGLNEWNEW

    Robert Vinall · 1.1% of reported portfolio

    Original SEC filing ↗

    +34.0% vs SPY

    63 sessions after disclosure

    direction supported so far

  6. Q4 2024

    filed Jan 22, 2025

    22d lag

    MSFTNEWNEW

    Robert Vinall · 1.0% of reported portfolio

    Original SEC filing ↗

    -4.1% vs SPY

    63 sessions after disclosure

    direction not supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.