Robert Vinall Portfolio Holdings

Rv Capital Ag

  • $374 Million
  • Q1 2024

Rv Capital Ag, under direction of Robert Vinall has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $374 Million distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $96.3M, Credit Acceptance Corp with a value of $75.9M, Carvana Co. with a value of $74.5M, Wix.Com Ltd. with a value of $59.3M, and Interactive Brokers Group, Inc. with a value of $34.6M.

Examining the 13F form we can see an increase of $28.7M in the current position value, from $346M to 374M.

Rv Capital Ag is based out at Schindellegi, V8

Below you can find more details about Robert Vinall portfolio as well as his latest detailed transactions.

Portfolio value $374 Million
Financial Services: $111 Million
Consumer Cyclical: $108 Million
Communication Services: $96.3 Million
Technology: $59.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.05T
$96.3 Million 25.73% of portfolio
198,383
Q4 2023 Reduced 26.14%
$6.64B
$75.9 Million 20.28% of portfolio
137,688
Q1 2024 Reduced 5.62%
$9.67B
$74.5 Million 19.9% of portfolio
847,531
Q1 2024 Added 18.47%
$6.96B
$59.3 Million 15.83% of portfolio
431,280
Q1 2024 Reduced 3.79%
$10.9B
$34.6 Million 9.25% of portfolio
309,947
Q4 2023 Added 7.34%
$176B
$33.8 Million 9.02% of portfolio
290,400
Q1 2024 Added 45.86%
Robert Vinall

Robert Vinall

Robert Vinall is the founder and managing partner of RV Capital, a successful investment firm that focuses on value investing. Vinall is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $374 Million
  • Prior Value $346 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks

Related Articles

Robert Vinall's Q1 2024 Portfolio Report Reveals Impressive $28.7 Million Increase in Value | 6 days ago
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