What Robert Vinall Bought in Q4 2024
RV Capital GmbH · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$466.6M
Total Value
11
Holdings
1
New Buys
5
Reduced
In Q4 2024, Robert Vinall reported 11 long equity positions worth $466.6M in their RV Capital GmbH 13F filing, including 1 new positions (largest: MICROSOFT CORP at $4.8M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 547514 | $111.3M | 23.86% | -28.1% |
| 2 | META | META PLATFORMS INC | 149583 | $87.6M | 18.77% | — |
| 3 | WIX | WIX COM LTD | 359780 | $77.2M | 16.54% | -9.2% |
| 4 | CACC | CREDIT ACCEP CORP MICH | 131588 | $61.8M | 13.24% | -1.9% |
| 5 | IBKR | INTERACTIVE BROKERS GROUP IN | 224347 | $40.1M | 8.60% | -28.9% |
| 6 | PDD | PDD HOLDINGS INC | 345489 | $33.5M | 7.18% | +8.2% |
| 7 | YUMC | YUM CHINA HLDGS INC | 522729 | $25.2M | 5.40% | -5.2% |
| 8 | HTHT | H WORLD GROUP LTD | 616337 | $20.4M | 4.36% | — |
| 9 | MSFT | MICROSOFT CORP | 11500 | $4.8M | 1.04% | NEW |
| 10 | PAYC | PAYCOM SOFTWARE INC | 12395 | $2.5M | 0.54% | — |
| 11 | DE | DEERE & CO | 5001 | $2.1M | 0.45% | — |