Portfolio holdings of Robert Vinall - RV Capital GmbH. Robert Vinall - RV Capital GmbH stock picks:. Stock Holdings page.

Robert Vinall - RV Capital GmbH

Quote data provided by Intrinio

History	Stock	% of Portfolio	Recent Activity	Shares	Reported Price*	Value		Current Price	+/- Reported Price	52 Week Low	52 Week High
≡	CVNA - Carvana Co.	27.35	Reduce 7.06%	761,731	$174.11	$132,625,000		$244.50	40.43%	$29.84	$259.39
≡	META - Meta Platforms Inc.	17.66	Reduce 18.30%	149,583	$572.44	$85,627,000		$565.52	-1.21%	$312.72	$602.95
≡	WIX - Wix.com Ltd.	13.66		396,280	$167.17	$66,246,000		$210.27	25.78%	$95.65	$213.86
≡	CACC - Credit Acceptance Corp.	12.27	Reduce 2.54%	134,188	$443.42	$59,502,000		$447.57	0.94%	$409.22	$616.66
≡	IBKR - Interactive Brokers Group Inc.	9.07	Add 1.81%	315,547	$139.36	$43,975,000		$187.86	34.80%	$72.15	$189.00
≡	PDD - Pinduoduo Inc.	8.88	Add 0.54%	319,389	$134.81	$43,057,000		$116.49	-13.59%	$88.01	$164.69
≡	YUMC - Yum China Holdings Inc.	5.12	Buy	551,429	$45.02	$24,825,000		$47.38	5.24%	$28.36	$52.00
≡	HTHT - H World Group Ltd ADR	4.73	Buy	616,337	$37.20	$22,928,000		$36.00	-3.23%	$26.44	$42.98
≡	DE - Deere & Co.	0.43		5,001	$417.32	$2,087,000		$404.96	-2.96%	$339.00	$420.47
≡	PAYC - Paycom Software Inc.	0.43	Buy	12,395	$166.60	$2,065,000		$219.78	31.92%	$139.18	$233.69
≡	CRM - Salesforce.com	0.40		7,000	$273.71	$1,916,000		$325.70	18.99%	$211.34	$348.86

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.

Sector % analysis

Services	32.47
Technology	32.15
Financials	21.34
Consumer Goods	8.88
Consumer Cyclical	4.73
Industrials	0.43