Robert Vinall Portfolio Holdings by Sector

Rv Capital Ag

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CVNA 1 stocks	$96,576 24.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$92,064 23.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC 1 stocks	$57,559 14.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR 1 stocks	$49,686 12.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX MSFT 2 stocks	$45,301 11.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$26,429 6.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$20,514 5.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM PAYC 2 stocks	$4,661 1.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$2,380 0.6% of portfolio	-	-	-	-	0 Calls 0 Puts

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