Rob Vinall’s (RV CAPITAL) Top Holdings, Trades & Investment Strategy (opens in new tab)

RV Capital AG reported an equity portfolio of approximately $429.5 million in the latest reported quarter, reflecting founder Rob Vinall’s highly concentrated, long-term investment philosophy centered around owning a small number of high-conviction businesses. Known for his focused approach and willingness to hold positions through volatility, Vinall’s portfolio continues to ... Read More