Robert Vinall - RV Capital AG
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    13
Portfolio value:    $382,628,512
Holdings Activity Buys Sells    History
Holding/activity history for  Carvana Co. (CVNA)
← All CVNA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,886,490 31.05 Add 24.36% 6.08 $54.46–97.38 · VW $73.05i $118,818,309 SEC
2025   Q4 1,517,015 29.81 Reduce 31.86% 9.80 $57.01–97.07 · VW $76.88i $128,042,134 SEC
2025   Q3 2,226,275 30.75 Reduce 12.76% 4.06 $63.63–82.67 · VW $72.21i $167,967,996 SEC
2025   Q2 2,551,760 31.83 Reduce 6.79% 1.72 $29.65–70.29 · VW $55.01i $171,968,210 SEC
2025   Q1 2,737,570 25.27 $41.82 $114,474,227 SEC
2024   Q4 2,737,570 23.86 Reduce 28.12% 7.69 $35.08–53.67 · VW $44.75i $111,342,447 SEC
2024   Q3 3,808,655 27.35 Reduce 7.06% 1.79 $23.70–36.57 · VW $28.86i $132,624,984 SEC
2024   Q2 4,098,155 25.38 Reduce 3.29% 0.66 $13.52–27.38 · VW $20.88i $105,502,902 SEC
2024   Q1 4,237,655 19.90 Add 18.47% 3.10 $8.04–18.81 · VW $12.54i $74,506,450 SEC
2023   Q4 3,577,060 10.96 Add 12.46% 1.21 $5.02–12.52 · VW $7.90i $37,873,911 SEC
2023   Q3 3,180,675 8.15 Reduce 10.38% 0.62 $4.69–11.44 · VW $8.56i $26,704,947 SEC
2023   Q2 3,549,175 6.00 $5.18 $18,398,923 SEC
2023   Q1 3,549,175 2.64 $1.96 $6,949,285 SEC
2022   Q4 3,549,175 1.70 $0.95 $3,364,618 SEC
2022   Q3 3,549,175 6.88 Add 37.21% 1.87 $3.89–11.61 · VW $6.66i $14,410,000 SEC
2022   Q2 2,586,675 5.26 Add 4.53% 0.23 $3.96–26.94 · VW $8.75i $11,681,000 SEC
2022   Q1 2,474,675 18.28 Add 272.03% 13.37 $19.54–48.12 · VW $28.16i $59,041,000 SEC
2021   Q4 665,175 7.98 Buy 7.98 $38.94–61.90 · VW $52.29i $30,836,000 SEC
2020   Q3 0 0.00 Sell 100.00% 4.45 $24.98–48.43 · VW $37.00i SEC
2020   Q2 473,210 4.45 $24.04 $11,376,000 SEC
2020   Q1 473,210 3.70 Buy 3.70 $4.43–23.05 · VW $12.69i $5,214,000 SEC
Price snapshot:
Current price$64.99
Avg. buy price$28.67
+/- since buy126.66%
52-week low$54.46
52-week high$97.38