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AlphaBaseline
Focused investors/Robert Vinall

Robert Vinall - RV Capital GmbH

As of Q1 2026, this manager reported 13 long-equity positions worth $382.63M in aggregate.

As of Q1 2026, Robert Vinall's RV Capital GmbH held 13 long-equity positions with a reported value of $382.63M.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Consumer Cyclical: 43.8% ($167.46M)Financial Services: 27.3% ($104.46M)Communication Services: 24.3% ($92.91M)Technology: 3.9% ($14.98M)Industrials: 0.7% ($2.82M)

Sector breakdown

  • Consumer Cyclical(3)43.8%
  • Financial Services(3)27.3%
  • Communication Services(3)24.3%
  • Technology(3)3.9%
  • Industrials(1)0.7%