Robert Vinall Portfolio Holdings by Sector
Rv Capital Ag
- $467 Million
- Q4 2024
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
|
$2,118
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|