What Robert Vinall Bought in Q3 2024
RV Capital GmbH · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$484.9M
Total Value
11
Holdings
0
New Buys
0
Reduced
In Q3 2024, Robert Vinall reported 11 long equity positions worth $484.9M in their RV Capital GmbH 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 761731 | $132.6M | 27.35% | — |
| 2 | META | META PLATFORMS INC | 149583 | $85.6M | 17.66% | — |
| 3 | WIX | WIX COM LTD | 396280 | $66.2M | 13.66% | — |
| 4 | CACC | CREDIT ACCEP CORP MICH | 134188 | $59.5M | 12.27% | — |
| 5 | IBKR | INTERACTIVE BROKERS GROUP IN | 315547 | $44.0M | 9.07% | — |
| 6 | PDD | PDD HOLDINGS INC | 319389 | $43.1M | 8.88% | — |
| 7 | YUMC | YUM CHINA HLDGS INC | 551429 | $24.8M | 5.12% | — |
| 8 | HTHT | H WORLD GROUP LTD | 616337 | $22.9M | 4.73% | — |
| 9 | DE | DEERE & CO | 5001 | $2.1M | 0.43% | — |
| 10 | PAYC | PAYCOM SOFTWARE INC | 12395 | $2.1M | 0.43% | — |
| 11 | CRM | SALESFORCE INC | 7000 | $1.9M | 0.40% | — |