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	$151,631 33.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$82,466 18.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC 1 stocks	$66,572 14.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX MSFT 2 stocks	$60,545 13.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR 1 stocks	$35,184 7.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$25,627 5.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$24,413 5.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PAYC 1 stocks	$2,708 0.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$2,347 0.52% of portfolio	-	-	-	-	0 Calls 0 Puts

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