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Robert Vinall - RV Capital GmbH – Largest Position Reductions (2026 Q1)

This report summarizes the most meaningful reductions and sell-offs made by Robert Vinall - RV Capital GmbH in 2026 Q1. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.

Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
CACC 124,160 $424.43 Reduced -4.81% 13.76% $52.7M 2026 Q1
HTHT 558,380 $50.29 Reduced -7.46% 7.33% $28.08M 2026 Q1
YUMC 421,539 $48.78 Reduced -5.13% 5.37% $20.56M 2026 Q1
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