Robert Vinall Portfolio Holdings by Sector

Rv Capital Ag

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CVNA PDD 2 stocks	$175,684 36.23% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$85,627 17.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX 1 stocks	$66,230 13.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC 1 stocks	$59,578 12.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR 1 stocks	$43,990 9.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$24,819 5.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$22,927 4.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology PAYC CRM 2 stocks	$3,980 0.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$2,087 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts

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