- Robert Vinall’s 13F portfolio value increased from $376M to $416M this quarter.
- They added Deere (DE) and Salesforce.com (CRM) during the quarter.
- Carvana (CVNA) at ~25% of the portfolio is by far the largest position.
Robert Vinall’s RV Capital 13F Portfolio value increased
from $376M to $416M this quarter. The heavily concentrated portfolio has just 8
stakes.
To learn about individual investing, check out the classics The Intelligent Investor and Security Analysis.
The spreadsheet below highlights changes to RV Capital’s 13F
holdings in Q2 2024. Please lookup our previous
update to see how the portfolio has progressed:
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