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	$207,088 38.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$111,268 20.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC 1 stocks	$65,680 12.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX MSFT 2 stocks	$59,279 10.97% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR 1 stocks	$47,094 8.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$22,375 4.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$22,009 4.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PAYC 1 stocks	$2,868 0.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$2,542 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts

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