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	$207,780 38.04% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$110,506 20.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX MSFT 2 stocks	$61,908 11.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC 1 stocks	$60,902 11.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR 1 stocks	$54,997 10.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$23,599 4.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$19,070 3.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM PAYC 2 stocks	$5,181 0.95% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$2,286 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts

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