Rob Vinall - RV Capital Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | Apr 14, 2025 | |
| Total Stocks | 11 | |
| Portfolio Value | $452.99M |
RV Capital Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Consumer Cyclical | 45.09% | |
| Financial Services | 22.47% | |
| Communication Services | 18.19% | |
| Technology | 1.55% | |
| Industrials | 0.52% | |