What stocks does Robert Vinall own? — RV Capital AG portfolio & 13F holdings

Robert Vinall runs RV Capital AG, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $430M across 12 positions. The largest holdings are CARVANA CO, META PLATFORMS INC, and CREDIT ACCEP CORP MICH (CARVANA CO alone is 29.8% of the book).

Recently exited names: PDD HOLDINGS INC.