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Robert Vinall Portfolio

RV Capital GmbH · portfolio as of Q2 2026, filed Aug 14, 2026

Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.

How cheap is Robert Vinall's portfolio?

2 of 10 holdings are Undervalued or On Sale by our valuation (35% of the money).

Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 3 not valued.

This quarter's moves · vs Q1 2026

CVNACarvana Co.73.57IncreasedNot valued30.3% of portfolio · $116.1M · +367%
CACCCredit Acceptance Corporation529.56DecreasedUndervalued23% below fair value18.0% of portfolio · $68.9M · -13%
IBKRInteractive Brokers Group, Inc.75.82DecreasedNot valued12.8% of portfolio · $48.8M · -26%
MSFTMicrosoft Corporation530.61IncreasedOverpriced42% above fair value3.2% of portfolio · $12.3M · +31%

Full portfolio

CVNACarvana Co.73.57Not valued30.3% of portfolio · $116.1M
METAMeta Platforms, Inc.610.15Overpriced31% above fair value20.4% of portfolio · $78.3M
CACCCredit Acceptance Corporation529.56Undervalued23% below fair value18.0% of portfolio · $68.9M
IBKRInteractive Brokers Group, Inc.75.82Not valued12.8% of portfolio · $48.8M
HTHTH World Group Limited51.04Overpriced21% above fair value5.6% of portfolio · $21.4M

Questions about Robert Vinall's portfolio

What does Robert Vinall own?

Robert Vinall's portfolio holds 13 stocks worth $382.9M at the end of Q2 2026. The largest positions are CVNA, META, CACC, IBKR and HTHT.

What did Robert Vinall buy last quarter?

In Q2 2026, Robert Vinall added to CVNA and MSFT.

What did Robert Vinall sell?

In Q2 2026, Robert Vinall trimmed CACC and IBKR.

Which of Robert Vinall's stocks are undervalued right now?

CACC and CRM are Undervalued or On Sale by our valuation.

When is the next update?

Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →