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Robert Vinall
QualityRV Capital
European concentrated investor focused on high-quality owner-operated businesses.
Portfolio Value
$429.5M
Holdings
12
Top 10 Concentration
99.0%
Latest Period
Q4 2025
Portfolio Holdings
As reported on January 30, 2026 · vs Q3 2025
| # | Security | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | CARVANA CO CUSIP: 146869102 | $128.0M | 303,403 | 29.8% | -31.9% |
| 2 | META PLATFORMS INC CUSIP: 30303M102 | $90.0M | 136,311 | 20.9% | -2.4% |
| 3 | CREDIT ACCEP CORP MICH CUSIP: 225310101 | $57.8M | 130,431 | 13.5% | 0.0% |
| 4 | INTERACTIVE BROKERS GROUP IN CUSIP: 45841N107 | $48.4M | 752,478 | 11.3% | -5.9% |
| 5 | WIX COM LTD CUSIP: M98068105 | $32.7M | 314,996 | 7.6% | 0.0% |
| 6 | H WORLD GROUP LTD CUSIP: 44332N106 | $28.4M | 603,416 | 6.6% | 0.0% |
| 7 | YUM CHINA HLDGS INC CUSIP: 98850P109 | $21.2M | 444,321 | 4.9% | 0.0% |
| 8 | ALPHABET INC CUSIP: 02079K305 | $10.2M | 32,520 | 2.4% | 0.0% |
| 9 | MICROSOFT CORP CUSIP: 594918104 | $5.6M | 11,500 | 1.3% | 0.0% |
| 10 | SALESFORCE INC CUSIP: 79466L302 | $2.9M | 10,980 | 0.7% | 0.0% |
| 11 | DEERE & CO CUSIP: 244199105 | $2.3M | 5,001 | 0.5% | 0.0% |
| 12 | PAYCOM SOFTWARE INC CUSIP: 70432V102 | $2.0M | 12,395 | 0.5% | 0.0% |