Rob Vinall - RV Capital Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Jul 08, 2025 | |
| Total Stocks | 12 | |
| Portfolio Value | $540.21M |
RV Capital Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Consumer Cyclical | 46.54% | |
| Financial Services | 20.88% | |
| Communication Services | 20.60% | |
| Technology | 1.59% | |
| Industrials | 0.47% | |