LongCSUAug 2026
Constellation Software Inc.
RV Capital made a new investment in Constellation Software, a serial acquirer of vertical market software businesses whose products are mission-critical and deeply embedded in…
RV Capital AG - Business Owner Fund
Concentrated global long-term equity investing in owner-oriented businesses at attractive valuations.$713M AUM2 published ideas
RV Capital AG is a Swiss investment manager founded by Robert Vinall and advises the Business Owner Fund. It invests globally in a concentrated portfolio, focusing on durable businesses, long-term competitive advantages, owner-oriented management and attractive prices, with the intention of owning companies for a long time.
Ideas from RV Capital AG - Business Owner Fund
LongAKRBPAug 2026
Aker BP ASA
RV Capital had entered the oil and gas sector with Aker BP before the geopolitical escalation in the Middle East. The position reflected both optimism about Aker BP itself and a…
Letters covered
- First-Half 2026 Letter to Co-InvestorsAugust 20, 2026
Source PDFs are not republished here; only extracted ideas and quotes.