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RV Capital

by Robert Vinall, portfolio manager since 2006 asset manager

Legal name
RV Capital AG
On record since?
Q4 2018
Filings read
31
Style
Quality
Website
rvcapital.ch
View more
CIK
0001766596
Read since
Aug 22, 2026

Q2 2026 · filed Aug 14, 2026 · $383M US stock · 13 positions · Very concentrated · Low turnover · Top: CVNA 30.3% · META 20.4% · CACC 18.0%

Read the filing →

Streakslongest held · 31 quarters on record

  1. META Meta Platforms, Inc. Class A 20.4%31+ quarters
  2. CACC Credit Acceptance Corp 18.0%31+ quarters
  3. CVNA Carvana Co. 30.3%19 quarters
  4. IBKR Interactive Brokers Group, Inc. Class A 12.8%14 quarters
  5. DE Deere & Company 0.8%9 quarters

2 names have been in this book every quarter on record (31). Nothing in this book is new this quarter.

Over time31 quarters, Q4 2018 to Q2 2026

US stock$383M Q2 2026

Positions13 Q2 2026

Picture100.0% Q2 2026

Turnover3%/yr Q2 2026

Filings31

  1. Q2 2026 filed Aug 14, 26 $383M · 13 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  2. Q1 2026 filed May 11, 26 $383M · 13 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  3. Q4 2025 filed Jan 30, 26 $430M · 12 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  4. Q3 2025 filed Oct 22, 25 $546M · 13 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  5. Q2 2025 filed Jul 8, 25 $540M · 12 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  6. Q1 2025 filed Apr 14, 25 $453M · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  7. Q4 2024 filed Jan 22, 25 $467M · 11 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  8. Q3 2024 filed Nov 12, 24 $485M · 11 positions  · 3 new · 0 exited full · Very concentrated 3 new · 0 exited
  9. Q2 2024 filed Aug 7, 24 $416M · 8 positions  · 2 new · 0 exited full · Very concentrated 2 new · 0 exited
  10. Q1 2024 filed May 2, 24 $374M · 6 positions  · 0 new · 2 exited full · Very concentrated 0 new · 2 exited
  11. Q4 2023 filed Feb 13, 23 $346M · 8 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  12. Q3 2023 filed Oct 10, 23 $328M · 8 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  13. Q2 2023 filed Jul 17, 23 $307M · 7 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  14. Q1 2023 filed Apr 14, 23 $263M · 7 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  15. Q4 2022 filed Feb 3, 23 $198M · 6 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  16. Q3 2022 filed Nov 14, 22 $210M · 6 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  17. Q2 2022 filed Aug 15, 22 $222M · 6 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  18. Q1 2022 filed May 11, 22 $323M · 6 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  19. Q4 2021 filed Feb 8, 22 $386M · 6 positions  · 2 new · 0 exited full · Very concentrated 2 new · 0 exited
  20. Q3 2021 filed Oct 27, 21 $344M · 4 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  21. Q2 2021 filed Jul 28, 21 $374M · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  22. Q1 2021 filed Apr 30, 21 $312M · 5 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  23. Q4 2020 filed Feb 4, 21 $284M · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  24. Q3 2020 filed Nov 13, 20 $267M · 5 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  25. Q2 2020 filed Aug 10, 20 $256M · 5 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  26. Q1 2020 filed May 8, 20 $141M · 6 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  27. Q4 2019 filed Feb 5, 20 $165M · 5 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  28. Q3 2019 filed Nov 14, 19 $140M · 4 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  29. Q2 2019 filed Aug 9, 19 $136M · 4 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  30. Q1 2019 filed May 8, 19 $126M · 4 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  31. Q4 2018 filed Feb 6, 19 $112M · 5 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited

People2

  • Robert Vinall · portfolio manager · 2006–Source: Form ADV 173008
  • Robert Vinall · founder · 2006–Founded RV Capital in 2006; runs the Business Owner Fund; majority owner. Source: rvcapital.ch, Form ADV 173008