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Rob Vinall — Institutional Investor Profile | Buyside Digest

Rob Vinall

Institutional Investor • RV Capital

Value

$10000.0B

Stocks

13 Stocks

Turnover

0.0%

CIK

0001766596EDGAR ↗

Website ↗

Top Holdings

CVNA(30.31%) META(20.45%) CACC(18.01%) IBKR(12.75%) HTHT(5.59%)

About Investor

Founded in 2006 by Rob Vinall, who serves as managing director alongside co-managing director Andreas Lechner. Vinall resides in Kilchberg, Switzerland with his wife and three children, while Lechner is based in Wollerau, Switzerland. The firm manages separately managed accounts for institutional clients, including some of the world's largest endowments, and advises the Business Owner Fund. Both managing directors actively sign SEC filings and maintain hands-on leadership of the firm's operations.

Investor Philosophy

Investment philosophy details pending verification.

Rob Vinall Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
CVNA	None	Carvana Co.	Consumer Discretionary	$116.1M	30.3%	No Change
META	None	Meta Platforms, Inc.	Communication Services	$78.3M	20.4%	No Change
CACC	None	Credit Acceptance Corporation	Financials	$68.9M	18.0%	No Change
IBKR	None	Interactive Brokers Group, Inc.	Financials	$48.8M	12.8%	No Change
HTHT	None	H World Group	Consumer Discretionary	$21.4M	5.6%	No Change
YUMC	None	Yum China Holdings, Inc.	Consumer Discretionary	$16.3M	4.3%	No Change
MSFT	None	Microsoft Corp.	Information Technology	$12.3M	3.2%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$11.6M	3.0%	No Change
DE	None	Deere & Co.	Industrials	$3.2M	0.8%	No Change
PAYC	None	Paycom Software, Inc.	Information Technology	$2.7M	0.7%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Consumer Discretionary40.1%

Financials30.9%

Communication Services23.5%

Information Technology4.6%

Industrials0.8%

Sector	Stocks	Value	Exposure
Consumer Discretionary	3	$153.7M	40.1%
Financials	3	$118.4M	30.9%
Communication Services	3	$90.1M	23.5%
Information Technology	3	$17.5M	4.6%
Industrials	1	$3.2M	0.8%