Rating #7
Robert Vinall
Rv Capital Ag
Portfolio value
Stocks
Performance
1 Year
+7.17%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Robert Vinall’s Portfolio: Q1 2026
Top10 stocks: 99.06% of the portfolio
Robert Vinall’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
0.83ppt
1.16ppt
1.24ppt
0.24ppt
0.08ppt
2.09ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  META | Add +6.77% | $640.86 | $5.91M | 0.83ppt | |
2  MSFT | Add +119.30% | $418.44 | $5.74M | 1.16ppt | |
3  CVNA | Add +24.36% | $74.20 | $5.48M | 1.24ppt | |
4  PAYC | Add +72.61% | $133.80 | $1.20M | 0.24ppt | |
5  CRM | Add +41.27% | $207.19 | $938.78K | 0.08ppt | |
6  IBKR | Add +0.72% | $71.38 | $388.38K | 2.09ppt |
Robert Vinall’s Holdings: Q1 2026
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1 CVNA | Retail-Auto Dealers & Gas | $143.12 | Add +24.36% | 377.30K | $118.82M | 31.05% 1.24ppt | 0.27% | 18 Quarters | Q1 2026 | |
2 META | Computer Programming & Data | $197.87 | Add +6.77% | 145.53K | $83.31M | 21.77% 0.83ppt | 0.01% | 30 Quarters | Q1 2026 | |
3  CACC | Personal Credit Institutions | $392.34 | Cut -4.81% | 124.16K | $52.70M | 13.77% 0.31ppt | 1.14% | 30 Quarters | Q1 2026 | |
4 IBKR | Security Brokers & Dealers | $62.52 | Add +0.72% | 757.92K | $51.11M | 13.36% 2.09ppt | 0.17% | 13 Quarters | Q1 2026 | |
5  HTHT | Hotels & Motels | $37.19 | Cut -7.46% | 558.38K | $28.08M | 7.34% 0.73ppt | 0.18% | 7 Quarters | Q1 2026 | |
6  YUMC | Eating places | $45.02 | Cut -5.13% | 421.54K | $20.56M | 5.37% 0.44ppt | 0.12% | 7 Quarters | Q1 2026 | |
7 MSFT | Prepackaged Software | $393.58 | Add +119.30% | 25.22K | $9.41M | 2.46% 1.16ppt | 0.00% | 6 Quarters | Q1 2026 | |
Computer Programming & Data | $176.23 | 0.00% | 32.52K | $9.35M | 2.44% 0.07ppt | 0.00% | 4 Quarters | Q2 2025 | ||
9 CRM | Prepackaged Software | $222.30 | Add +41.27% | 15.51K | $2.90M | 0.76% 0.08ppt | 0.00% | 3 Quarters | Q1 2026 | |
10  DE | Farm Machinery | $360.99 | 0.00% | 5.00K | $2.82M | 0.74% 0.19ppt | 0.00% | 8 Quarters | Q2 2024 | |
11 PAYC | Prepackaged Software | $147.63 | Add +72.61% | 21.40K | $2.68M | 0.70% 0.24ppt | 0.04% | 7 Quarters | Q1 2026 | |
12  MORN | Investment Advice | $169.05 | New Buy +100.00% | 3.70K | $653.79K | 0.17% 0.17ppt | 0.01% | 1 Quarter | Q1 2026 | |
13  SPOT | Radio Broadcasting | $484.91 | New Buy +100.00% | 500.00 | $242.46K | 0.06% 0.06ppt | 0.00% | 1 Quarter | Q1 2026 |
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