Value investor Robert Vinall's firm, RV Capital, significantly reduced its position in Interactive Brokers (IBKR) during the second quarter of 2026, selling nearly 26% of its holdings. The trade, disclosed in a delayed 13F filing on August 14, 2026, lowered RV Capital's stake from 757,920 to 561,090 shares. Despite the sale, Interactive Brokers remains a major position for the highly concentrated fund, accounting for 12.75% of its portfolio.
This activity reflects trades executed between April 1 and June 30, 2026. The filing shows Vinall was also actively trimming other positions while substantially increasing a stake in Carvana during the same period. Known for a focused, long-term approach to investing in quality growth companies, RV Capital first established its position in Interactive Brokers in the first quarter of 2023.