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← Robert Vinall

Robert Vinall's 2024Q3 portfolio

Robert Vinall (RV Capital GmbH) held 9 positions as of Sep 30, 2024, with the largest position at 27.4% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Sep 30, 2024 (9)

  1. 1CVNACarvana CO
    % port
    27.4%
    +2.0pp vs prior Qnow 31.1%
  2. 2METAMeta Platforms Inc-class A
    % port
    17.7%
    -4.6pp vs prior Qnow 21.8%
  3. 3CACCCredit Acceptance Corp
    % port
    12.3%
    -4.8pp vs prior Qnow 13.8%
  4. 4IBKRInteractive Brokers Gro-cl A
    % port
    9.1%
    now 13.4%
  5. 5YUMCYum China Holdings Inc
    % port
    5.1%
    now 5.4%
  6. 6HTHTH World Group Ltd-adr
    % port
    4.7%
    now 7.3%
  7. 7DEDeere & CO
    % port
    0.4%
    now 0.7%
  8. 8PAYCPaycom Software Inc
    % port
    0.4%
    now 0.7%
  9. 9CRMSalesforce Inc
    % port
    0.4%
    now 0.8%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.