Portfolio holdings of Robert Vinall - RV Capital GmbH. Robert Vinall - RV Capital GmbH stock picks:. Stock Holdings page.
Robert Vinall - RV Capital GmbH
Period: Q1 2024
Portfolio date: 31 Mar 2024
No. of stocks: 6
Portfolio value: $374,454,000
History | Stock | % of Portfolio |
RecentActivity | Shares | ReportedPrice* | Value | Current Price |
+/-Reported Price |
52Week Low |
52Week High |
|
≡ | META - Meta Platforms Inc. | 25.73 | 198,383 | $485.58 | $96,331,000 | $441.85 | -9.01% | $229.36 | $531.49 | ||
≡ | CACC - Credit Acceptance Corp. | 20.28 | Reduce 5.62% | 137,688 | $551.55 | $75,942,000 | $501.61 | -9.05% | $379.77 | $616.66 | |
≡ | CVNA - Carvana Co. | 19.90 | Add 18.47% | 847,531 | $87.91 | $74,506,000 | $116.60 | 32.64% | $6.92 | $122.30 | |
≡ | WIX - Wix.com Ltd. | 15.83 | Reduce 3.79% | 431,280 | $137.48 | $59,292,000 | $119.54 | -13.05% | $73.39 | $146.21 | |
≡ | IBKR - Interactive Brokers Group Inc. | 9.25 | 309,947 | $111.71 | $34,624,000 | $119.74 | 7.19% | $70.18 | $120.40 | ||
≡ | PDD - Pinduoduo Inc. | 9.02 | Add 45.86% | 290,400 | $116.25 | $33,759,000 | $137.57 | 18.34% | $59.67 | $152.99 |
* 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
Technology | 41.56 | |
Financials | 29.53 | |
Services | 19.90 | |
Consumer Goods | 9.02 |
Articles & Commentaries
20 Mar 2024 RV Capital podcast: 2023 Letter to Co-Investors
23 Jan 2024 RV Capital 2024 Annual Gathering Investor Q&A
23 Jan 2024 RV Capital 2024 Annual Gathering
20 Sep 2023 RV Capital Semi-Annual Podcast
10 Aug 2022 Rob Vinall's Q2 2022 Update Podcast