Robert Vinall · Rv Capital Ag
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 12 |
| Portfolio value: | $430M |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| CVNA · Carvana Co. | 29.81 | Reduce 31.86% | 303,403 | $422.02 | $128,042,134 | $77.94 | -81.53% | $53.44 | $97.38 |
| META · Meta Platforms, Inc. | 20.95 | Reduce 2.43% | 136,311 | $660.09 | $89,977,528 | $609.63 | -7.64% | $520.26 | $796.25 |
| 225310101 · Credit Accep Corp. Mich | 13.47 | 130,431 | $443.46 | $57,840,931 | — | — | — | — | |
| IBKR · Interactive Brokers Group In | 11.27 | Reduce 5.85% | 752,478 | $64.31 | $48,391,860 | $84.42 | +31.27% | $48.23 | $87.37 |
| WIX · Wix Com Ltd. | 7.62 | 314,996 | $103.89 | $32,724,934 | $80.12 | -22.88% | $60.22 | $191.24 | |
| HTHT · H World Group Ltd. | 6.61 | 603,416 | $47.05 | $28,390,723 | $47.08 | +0.06% | $30.41 | $56.64 | |
| YUMC · Yum China Holdings, Inc. | 4.94 | 444,321 | $47.74 | $21,211,885 | $46.90 | -1.76% | $41.69 | $58.39 | |
| GOOGL · Alphabet Inc. | 2.37 | 32,520 | $313.00 | $10,178,760 | $400.71 | +28.02% | $156.16 | $402.00 | |
| MSFT · Microsoft Corp. | 1.29 | 11,500 | $483.62 | $5,561,630 | $415.06 | -14.18% | $356.28 | $555.45 | |
| CRM · Salesforce Inc. | 0.68 | 10,980 | $264.91 | $2,908,712 | $181.82 | -31.37% | $163.52 | $296.05 | |
| DE · Deere & Co. | 0.54 | 5,001 | $465.57 | $2,328,316 | $574.84 | +23.47% | $433.00 | $674.19 | |
| PAYC · Paycom Software Inc. | 0.46 | 12,395 | $159.36 | $1,975,267 | $136.87 | -14.11% | $104.90 | $267.76 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
6 sectors represented
Whales with similar holdings to Robert Vinall
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
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★ WatchlistData from SEC EDGAR · whalstreet.com