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	$144,850 31.04% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$88,230 18.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX MSFT 2 stocks	$82,037 17.58% of portfolio	1	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC 1 stocks	$61,775 13.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR 1 stocks	$39,635 8.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$25,179 5.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$20,357 4.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PAYC 1 stocks	$2,540 0.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$2,118 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts

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