Robert Vinall Portfolio Holdings

Rv Capital Ag

  • $485 Million
  • Q3 2024

Rv Capital Ag, under direction of Robert Vinall has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $485 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $133M, Meta Platforms, Inc. with a value of $85.6M, Wix.Com Ltd. with a value of $66.2M, Credit Acceptance Corp with a value of $59.6M, and Interactive Brokers Group, Inc. with a value of $44M.

Examining the 13F form we can see an increase of $69.3M in the current position value, from $416M to 485M.

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 $485 Million
Consumer Cyclical: $223 Million
Financial Services: $104 Million
Communication Services: $85.6 Million
Technology: $70.2 Million
Industrials: $2.09 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.78B
$59.6 Million 12.29% of portfolio
134,188
Q3 2024 Reduced 2.54%
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 11
  • Current Value $485 Million
  • Prior Value $416 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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