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Focused investors/Robert Vinall

Robert Vinall - RV Capital GmbH

As of Q2 2026, Robert Vinall reported 13 long-equity positions worth $382.89M in aggregate.

Copy-investor backtest

Latest quarter
+2.37%
1-year
+3.42%
3-year
+143.11%
5-year
+79.40%
3-year vs S&P 500
+70.92%
5-year vs S&P 500
+2.50%
5-year top 5
+71.63%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Buys

These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.

TickerSecurityActivity% portfolioSharesValueReported priceQ range
MSFTMICROSOFT CORPAdd +31.3%3.22%33,100$12.35M$373.02$349.20 - $466.32(20%)$369.37 -> $373.02