- Robert Vinall’s 13F portfolio value increased from $416M to $485M this quarter.
- They decreased Meta Platforms (META) during the quarter.
- Carvana (CVNA) at ~27% of the portfolio is by far the largest position.
Robert Vinall’s RV Capital 13F Portfolio value increased
from $416M to $485M this quarter. The heavily concentrated portfolio has just
11 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 Q3 2024. Please lookup our previous
update to see how the portfolio has progressed:
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