Robert Vinall Portfolio Holdings by Sector
Rv Capital Ag
- $416 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
CVNA PDD 2 stocks |
$147,738
35.55% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$92,314
22.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
CACC 1 stocks |
$70,865
17.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
WIX 1 stocks |
$63,036
15.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
IBKR 1 stocks |
$37,999
9.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$1,868
0.45% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$1,799
0.43% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|